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 | $209,336+174.6% | $197,124+191.6% | $137,256+318.8% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 8.93% | 48.09%-39.2pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,500 | $6,591-62.1% | $6,227-59.9% | $4,156-39.8% |
| Participant deferral / active EE | $2,500 | $9,614-74.0% | $9,135-72.6% | $6,407-61.0% |
| Admin fee / account holder | $1,014 | $17,308-94.1% | $16,298-93.8% | $12,270-91.7% |