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 | $299,465 | $159,901+87.3% | $146,958+103.8% | $145,922+105.2% |
| Participation rate | 8.3% | 84.0%-75.7pp | 82.2%-73.8pp | 80.3%-71.9pp |
| Annual return | 6.27% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $1,289 | $5,286-75.6% | $4,933-73.9% | $4,660-72.3% |
| Participant deferral / active EE | $2,470 | $8,428-70.7% | $8,070-69.4% | $6,688-63.1% |
| Admin fee / account holder | $2,704 | $15,044-82.0% | $12,998-79.2% | $13,397-79.8% |