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 | $416,440 | $177,572+134.5% | $154,803+169.0% | $142,382+192.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 11.05% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $948 | $4,810-80.3% | $4,305-78.0% | $4,299-78.0% |
| Participant deferral / active EE | $491 | $6,272-92.2% | $5,540-91.1% | $6,507-92.5% |
| Admin fee / account holder | $4,795 | $16,786-71.4% | $14,329-66.5% | $12,624-62.0% |