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 | $336,023 | $101,763+230.2% | $164,866+103.8% | $80,874+315.5% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | -13.58% | 16.73%-30.3pp | 69.97%-83.5pp | 35.62%-49.2pp |
| Employer contribution / active EE | $1,565 | $2,954-47.0% | $4,343-64.0% | $2,756-43.2% |
| Participant deferral / active EE | $1,529 | $4,477-65.8% | $6,033-74.6% | $4,297-64.4% |
| Admin fee / account holder | $4,971 | $8,228-39.6% | $12,689-60.8% | $6,935-28.3% |