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 | $257,215 | $118,849+116.4% | $96,562+166.4% | $167,490+53.6% |
| Participation rate | 10.5% | 75.5%-64.9pp | 69.8%-59.3pp | 82.1%-71.6pp |
| Annual return | 4.64% | 50.49%-45.8pp | 37.78%-33.1pp | 478.56%-473.9pp |
| Employer contribution / active EE | $186 | $3,120-94.1% | $2,356-92.1% | $4,837-96.2% |
| Participant deferral / active EE | $1,813 | $4,616-60.7% | $3,849-52.9% | $6,341-71.4% |
| Admin fee / account holder | $45,559 | $8,065+464.9% | $6,181+637.1% | $12,309+270.1% |