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 | $574,809 | $214,378+168.1% | $200,582+186.6% | $142,382+303.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 8.93% | 46.41%-37.5pp | 42.33%-33.4pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,500 | $6,841-63.5% | $6,419-61.1% | $4,299-41.8% |
| Participant deferral / active EE | $2,500 | $9,865-74.7% | $9,331-73.2% | $6,507-61.6% |
| Admin fee / account holder | $1,014 | $17,692-94.3% | $16,305-93.8% | $12,624-92.0% |