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 | $1,111,738 | $209,336+431.1% | $197,124+464.0% | $137,256+710.0% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 10.92% | 48.09%-37.2pp | 44.34%-33.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $23,333 | $6,591+254.0% | $6,227+274.7% | $4,156+461.4% |
| Participant deferral / active EE | $400 | $9,614-95.8% | $9,135-95.6% | $6,407-93.8% |
| Admin fee / account holder | $144,218 | $17,308+733.3% | $16,298+784.9% | $12,270+1075.4% |