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 9-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.
Participant 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 | $265,689 | $58,726+352.4% | $92,233+188.1% | $62,292+326.5% |
| Participation rate | 26.0% | 68.3%-42.3pp | 76.5%-50.5pp | 69.5%-43.5pp |
| Annual return | 10.27% | 43.62%-33.3pp | 176.28%-166.0pp | 28.90%-18.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $399 | $2,766-85.6% | $3,897-89.8% | $3,169-87.4% |
| Admin fee / account holder | $5,057 | $556+808.8% | $5,194-2.6% | $479+955.0% |