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 | $258,198 | $181,894+42.0% | $156,549+64.9% | $273,961-5.8% |
| Participation rate | 61.1% | 88.4%-27.3pp | 84.0%-22.9pp | 83.0%-21.9pp |
| Annual return | 1.91% | 30.74%-28.8pp | 32.23%-30.3pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,196 | $6,248-80.9% | $5,501-78.3% | $4,869-75.4% |
| Participant deferral / active EE | $6,644 | $5,550+19.7% | $4,871+36.4% | $5,287+25.7% |
| Admin fee / account holder | $941 | $15,559-94.0% | $13,027-92.8% | $10,132-90.7% |