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 | $381,133 | $45,863+731.0% | $77,024+394.8% | $68,494+456.4% |
| Participation rate | 4.4% | 55.9%-51.5pp | 67.9%-63.5pp | 67.9%-63.5pp |
| Annual return | -21.26% | 1.72%-23.0pp | 42.32%-63.6pp | -7.84%-13.4pp |
| Employer contribution / active EE | $986 | $1,650-40.2% | $2,812-64.9% | $2,596-62.0% |
| Participant deferral / active EE | $631 | $2,962-78.7% | $4,426-85.7% | $4,027-84.3% |
| Admin fee / account holder | $1,424 | $3,041-53.2% | $5,425-73.7% | $5,403-73.6% |