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 9-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 | $974,713 | $98,750+887.1% | $149,696+551.1% | $79,858+1120.6% |
| Participation rate | 5.1% | 75.8%-70.6pp | 82.5%-77.3pp | 69.6%-64.5pp |
| Annual return | 6.13% | 27.43%-21.3pp | 276.60%-270.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $2,428 | $3,216-24.5% | $4,644-47.7% | $2,471-1.7% |
| Participant deferral / active EE | $2,036 | $5,680-64.2% | $6,842-70.2% | $3,740-45.6% |
| Admin fee / account holder | $203,976 | $6,053+3270.1% | $9,309+2091.2% | $5,306+3744.0% |