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 | $380,948 | $60,022+534.7% | $88,946+328.3% | $84,808+349.2% |
| Participation rate | 3.1% | 57.8%-54.7pp | 68.8%-65.7pp | 68.3%-65.2pp |
| Annual return | 5.07% | 22.43%-17.4pp | 57.82%-52.8pp | 40.90%-35.8pp |
| Employer contribution / active EE | $93 | $1,703-94.5% | $2,555-96.3% | $2,631-96.5% |
| Participant deferral / active EE | $986 | $3,114-68.3% | $4,581-78.5% | $4,212-76.6% |
| Admin fee / account holder | $3,656 | $4,811-24.0% | $8,261-55.7% | $7,344-50.2% |