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 | $656,554 | $138,044+375.6% | $125,339+423.8% | $134,475+388.2% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -22.20% | 750.33%-772.5pp | 572.05%-594.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,453 | $5,243-72.3% | $4,814-69.8% | $4,740-69.3% |
| Participant deferral / active EE | $1,817 | $7,799-76.7% | $7,446-75.6% | $6,400-71.6% |
| Admin fee / account holder | $8,143 | $11,571-29.6% | $10,010-18.6% | $11,426-28.7% |