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 | $311,588 | $81,446+282.6% | $103,374+201.4% | $80,874+285.3% |
| Participation rate | 68.5% | 66.9%+1.7pp | 74.5%-6.0pp | 67.6%+0.9pp |
| Annual return | 8.59% | 25.57%-17.0pp | 24.89%-16.3pp | 35.62%-27.0pp |
| Employer contribution / active EE | $24,681 | $3,107+694.3% | $3,869+537.9% | $2,756+795.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $89,332 | $6,715+1230.4% | $8,394+964.2% | $6,935+1188.1% |