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 | $494,712 | $76,407+547.5% | $150,298+229.2% | $82,448+500.0% |
| Participation rate | 22.6% | 66.4%-43.8pp | 77.8%-55.2pp | 68.1%-45.5pp |
| Annual return | 6.84% | 39.99%-33.2pp | 62.79%-55.9pp | 41.64%-34.8pp |
| Employer contribution / active EE | $698 | $2,614-73.3% | $4,154-83.2% | $2,551-72.6% |
| Participant deferral / active EE | $658 | $3,214-79.5% | $5,453-87.9% | $4,139-84.1% |
| Admin fee / account holder | $11,453 | $6,352+80.3% | $14,116-18.9% | $7,234+58.3% |