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 | $264,655 | $64,348+311.3% | $90,160+193.5% | $70,131+277.4% |
| Participation rate | 57.7% | 70.4%-12.7pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 13.05% | 28.13%-15.1pp | 34.88%-21.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,670 | $4,389+97.6% | $5,288+64.0% | $3,332+160.2% |
| Admin fee / account holder | $29,427 | $3,944+646.2% | $5,943+395.2% | $4,645+533.5% |