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 | $287,951 | $162,781+76.9% | $133,956+115.0% | $158,922+81.2% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | -4.58% | 41.94%-46.5pp | 45.09%-49.7pp | 302.83%-307.4pp |
| Employer contribution / active EE | $3,518 | $4,975-29.3% | $3,919-10.2% | $4,761-26.1% |
| Participant deferral / active EE | $122 | $5,911-97.9% | $5,048-97.6% | $5,982-98.0% |
| Admin fee / account holder | $15,112 | $11,736+28.8% | $8,927+69.3% | $11,246+34.4% |