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 | $289,987 | $217,402+33.4% | $185,823+56.1% | $167,490+73.1% |
| Participation rate | 21.4% | 86.0%-64.6pp | 81.7%-60.3pp | 82.1%-60.7pp |
| Annual return | 6.31% | 148.36%-142.0pp | 122.05%-115.7pp | 478.56%-472.2pp |
| Employer contribution / active EE | $375 | $5,873-93.6% | $5,167-92.7% | $4,837-92.3% |
| Participant deferral / active EE | $4,429 | $6,356-30.3% | $5,568-20.5% | $6,341-30.2% |
| Admin fee / account holder | $10,758 | $19,811-45.7% | $16,237-33.7% | $12,309-12.6% |