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 | $358,459 | $109,881+226.2% | $150,045+138.9% | $84,808+322.7% |
| Participation rate | 41.4% | 76.1%-34.7pp | 82.3%-40.9pp | 68.3%-26.9pp |
| Annual return | 9.51% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,641 | $6,636+0.1% | $7,997-17.0% | $4,212+57.7% |
| Admin fee / account holder | $11,783 | $8,568+37.5% | $13,435-12.3% | $7,344+60.4% |