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 | $1,568,953 | $176,812+787.4% | $146,665+969.8% | $167,490+836.7% |
| Participation rate | 14.3% | 83.6%-69.3pp | 80.1%-65.8pp | 82.1%-67.8pp |
| Annual return | 4.78% | 24.03%-19.3pp | 22.74%-18.0pp | 478.56%-473.8pp |
| Employer contribution / active EE | $498 | $5,160-90.4% | $4,136-88.0% | $4,837-89.7% |
| Participant deferral / active EE | $24,032 | $6,440+273.2% | $5,506+336.5% | $6,341+279.0% |
| Admin fee / account holder | $925 | $13,259-93.0% | $10,280-91.0% | $12,309-92.5% |