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 9-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 | $285,464 | $89,753+218.1% | $107,525+165.5% | $84,808+236.6% |
| Participation rate | 69.2% | 68.1%+1.2pp | 75.1%-5.8pp | 68.3%+0.9pp |
| Annual return | 6.83% | 29.48%-22.6pp | 181.32%-174.5pp | 40.90%-34.1pp |
| Employer contribution / active EE | $1,298 | $3,113-58.3% | $3,754-65.4% | $2,631-50.7% |
| Participant deferral / active EE | $1,386 | $4,056-65.8% | $5,116-72.9% | $4,212-67.1% |
| Admin fee / account holder | $12,439 | $7,222+72.2% | $8,919+39.5% | $7,344+69.4% |