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 | $307,226 | $59,107+419.8% | $86,436+255.4% | $68,494+348.5% |
| Participation rate | 67.6% | 75.2%-7.7pp | 80.3%-12.8pp | 67.9%-0.3pp |
| Annual return | -22.60% | -0.23%-22.4pp | 4394.89%-4417.5pp | -7.84%-14.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,409 | $5,901+76.4% | $6,952+49.7% | $4,027+158.5% |
| Admin fee / account holder | $62,666 | $5,637+1011.7% | $6,731+831.0% | $5,403+1059.9% |