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 | $484,160 | $172,478+180.7% | $145,661+232.4% | $142,382+240.0% |
| Participation rate | 38.1% | 80.1%-42.0pp | 77.2%-39.1pp | 80.1%-42.0pp |
| Annual return | -20.60% | 151.09%-171.7pp | 101.46%-122.1pp | 217.08%-237.7pp |
| Employer contribution / active EE | $1,248 | $4,899-74.5% | $4,238-70.5% | $4,299-71.0% |
| Participant deferral / active EE | $2,228 | $8,348-73.3% | $7,198-69.0% | $6,507-65.8% |
| Admin fee / account holder | $76,343 | $16,864+352.7% | $12,466+512.4% | $12,624+504.8% |