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 6-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 | $271,624 | $154,228+76.1% | $145,433+86.8% | $137,256+97.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 6.18% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $792 | $4,804-83.5% | $4,554-82.6% | $4,156-81.0% |
| Participant deferral / active EE | $2,544 | $8,216-69.0% | $7,897-67.8% | $6,407-60.3% |
| Admin fee / account holder | $56,570 | $14,344+294.4% | $13,129+330.9% | $12,270+361.0% |