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 | $265,521 | $94,338+181.5% | $100,534+164.1% | $142,382+86.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 80.6%-30.6pp | 80.1%-30.1pp |
| Annual return | 5.56% | 29.20%-23.6pp | 32.66%-27.1pp | 217.08%-211.5pp |
| Employer contribution / active EE | $7,068 | $4,237+66.8% | $4,346+62.6% | $4,299+64.4% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $22,433 | $8,421+166.4% | $7,654+193.1% | $12,624+77.7% |