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.
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 | $420,108 | $77,899+439.3% | $149,673+180.7% | $75,163+458.9% |
| Participation rate | 22.9% | 65.6%-42.7pp | 78.8%-55.9pp | 67.2%-44.3pp |
| Annual return | 7.12% | 31.72%-24.6pp | 134.42%-127.3pp | 160.62%-153.5pp |
| Employer contribution / active EE | $14,227 | $3,137+353.5% | $4,818+195.3% | $2,670+432.9% |
| Participant deferral / active EE | $287 | $3,411-91.6% | $5,680-95.0% | $4,125-93.0% |
| Admin fee / account holder | $540,647 | $5,956+8976.9% | $13,210+3992.8% | $5,651+9467.4% |