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.
Employer 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 | $547,547 | $180,449+203.4% | $154,107+255.3% | $135,375+304.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.65% | 888.09%-897.7pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,060 | $6,035-82.4% | $5,298-80.0% | $4,779-77.8% |
| Participant deferral / active EE | $7,704 | $5,806+32.7% | $5,081+51.6% | $5,609+37.4% |
| Admin fee / account holder | $4,405 | $16,143-72.7% | $13,411-67.2% | $10,827-59.3% |