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 3-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 | $305,893 | $154,228+98.3% | $145,433+110.3% | $137,256+122.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.53% | 74.59%-65.1pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $563 | $4,804-88.3% | $4,554-87.6% | $4,156-86.5% |
| Participant deferral / active EE | $6,169 | $8,216-24.9% | $7,897-21.9% | $6,407-3.7% |
| Admin fee / account holder | $303,463 | $14,344+2015.7% | $13,129+2211.4% | $12,270+2373.2% |