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 | $348,707 | $99,020+252.2% | $86,590+302.7% | $147,584+136.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 8.66% | 1312.34%-1303.7pp | 964.84%-956.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $857 | $3,132-72.7% | $2,839-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $299 | $3,972-92.5% | $3,609-91.7% | $5,439-94.5% |
| Admin fee / account holder | $3,973 | $5,710-30.4% | $4,906-19.0% | $10,885-63.5% |