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 6-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 | $259,476 | $107,452+141.5% | $91,541+183.5% | $142,382+82.2% |
| Participation rate | 28.6% | 75.1%-46.5pp | 69.8%-41.2pp | 80.1%-51.5pp |
| Annual return | 0.86% | 22.06%-21.2pp | 20.50%-19.6pp | 217.08%-216.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $503 | $4,754-89.4% | $4,008-87.5% | $6,507-92.3% |
| Admin fee / account holder | $334 | $8,834-96.2% | $6,956-95.2% | $12,624-97.4% |