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 | $295,573 | $94,625+212.4% | $116,228+154.3% | $84,808+248.5% |
| Participation rate | 26.4% | 70.4%-44.0pp | 74.6%-48.1pp | 68.3%-41.9pp |
| Annual return | 11.41% | 20.40%-9.0pp | 90.06%-78.6pp | 40.90%-29.5pp |
| Employer contribution / active EE | $683 | $2,347-70.9% | $2,994-77.2% | $2,631-74.1% |
| Participant deferral / active EE | $1,706 | $3,972-57.0% | $4,953-65.5% | $4,212-59.5% |
| Admin fee / account holder | $26,250 | $10,091+160.1% | $11,989+119.0% | $7,344+257.4% |