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 | $255,041 | $149,679+70.4% | $117,039+117.9% | $147,584+72.8% |
| Participation rate | 35.7% | 83.5%-47.8pp | 77.2%-41.5pp | 82.8%-47.1pp |
| Annual return | 1.90% | 19.31%-17.4pp | 18.95%-17.0pp | 578.55%-576.6pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,714 | $4,912-65.1% | $3,929-56.4% | $5,439-68.5% |
| Admin fee / account holder | $1,938 | $7,856-75.3% | $5,974-67.6% | $10,885-82.2% |