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 | $353,910 | $185,822+90.5% | $169,993+108.2% | $139,434+153.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 10.50% | 60.50%-50.0pp | 53.37%-42.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $477 | $7,590-93.7% | $6,785-93.0% | $4,751-90.0% |
| Participant deferral / active EE | $8,904 | $11,622-23.4% | $10,408-14.4% | $6,710+32.7% |
| Admin fee / account holder | $3,238 | $15,381-78.9% | $12,815-74.7% | $11,403-71.6% |