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 | $270,870 | $214,378+26.4% | $200,582+35.0% | $142,382+90.2% |
| Participation rate | 20.0% | 87.4%-67.4pp | 86.9%-66.9pp | 80.1%-60.1pp |
| Annual return | 4.10% | 46.41%-42.3pp | 42.33%-38.2pp | 217.08%-213.0pp |
| Employer contribution / active EE | $353 | $6,841-94.8% | $6,419-94.5% | $4,299-91.8% |
| Participant deferral / active EE | $4,700 | $9,865-52.4% | $9,331-49.6% | $6,507-27.8% |
| Admin fee / account holder | $703,117 | $17,692+3874.2% | $16,305+4212.4% | $12,624+5469.8% |