See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,698 | $57,016+478.3% | $84,966+288.0% | $80,856+307.8% |
| Participation rate | 3.9% | 56.3%-52.4pp | 67.5%-63.6pp | 67.6%-63.7pp |
| Annual return | 3.44% | 21.66%-18.2pp | 66.38%-62.9pp | 35.59%-32.2pp |
| Employer contribution / active EE | $114 | $1,798-93.7% | $2,727-95.8% | $2,755-95.9% |
| Participant deferral / active EE | $1,197 | $3,110-61.5% | $4,519-73.5% | $4,296-72.1% |
| Admin fee / account holder | $3,037 | $4,980-39.0% | $6,149-50.6% | $6,918-56.1% |