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.
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 | $405,471 | $54,705+641.2% | $71,209+469.4% | $84,808+378.1% |
| Participation rate | 46.3% | 64.1%-17.7pp | 73.8%-27.4pp | 68.3%-22.0pp |
| Annual return | 7.99% | 35.90%-27.9pp | 282.51%-274.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $1,271 | $2,158-41.1% | $2,721-53.3% | $2,631-51.7% |
| Participant deferral / active EE | $3,504 | $3,030+15.6% | $4,175-16.1% | $4,212-16.8% |
| Admin fee / account holder | $137,296 | $4,863+2723.0% | $5,349+2466.9% | $7,344+1769.5% |