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 | $327,990 | $183,592+78.7% | $155,567+110.8% | $145,959+124.7% |
| Participation rate | 38.1% | 82.7%-44.6pp | 78.2%-40.1pp | 80.3%-42.2pp |
| Annual return | 8.64% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $925 | $5,315-82.6% | $4,674-80.2% | $4,661-80.2% |
| Participant deferral / active EE | $7,643 | $6,464+18.2% | $5,628+35.8% | $6,689+14.3% |
| Admin fee / account holder | $90,178 | $19,318+366.8% | $15,916+466.6% | $13,398+573.1% |