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 | $286,285 | $111,535+156.7% | $105,223+172.1% | $137,256+108.6% |
| Participation rate | 22.7% | 78.1%-55.4pp | 75.0%-52.3pp | 80.0%-57.2pp |
| Annual return | 8.76% | 237.85%-229.1pp | 180.65%-171.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $608 | $5,500-88.9% | $5,072-88.0% | $6,407-90.5% |
| Admin fee / account holder | $5,499 | $9,721-43.4% | $8,859-37.9% | $12,270-55.2% |