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 | $1,529,595 | $183,519+733.5% | $155,509+883.6% | $145,922+948.2% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | -12.88% | 61.17%-74.1pp | 64.67%-77.6pp | 561.29%-574.2pp |
| Employer contribution / active EE | $925 | $5,313-82.6% | $4,672-80.2% | $4,660-80.2% |
| Participant deferral / active EE | $6,778 | $6,462+4.9% | $5,626+20.5% | $6,688+1.3% |
| Admin fee / account holder | $18,759 | $19,313-2.9% | $15,912+17.9% | $13,397+40.0% |