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 | $342,820 | $154,117+122.4% | $129,995+163.7% | $139,434+145.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | -21.87% | 32.48%-54.3pp | -137.18%+115.3pp | 372.94%-394.8pp |
| Employer contribution / active EE | $1,133 | $5,289-78.6% | $4,320-73.8% | $4,751-76.1% |
| Participant deferral / active EE | $1,625 | $6,710-75.8% | $5,820-72.1% | $6,710-75.8% |
| Admin fee / account holder | $2,191 | $14,007-84.4% | $10,614-79.4% | $11,403-80.8% |