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 | $321,502 | $53,777+497.8% | $134,143+139.7% | $79,858+302.6% |
| Participation rate | 2.8% | 58.8%-56.0pp | 72.2%-69.4pp | 69.6%-66.9pp |
| Annual return | 5.33% | 19.01%-13.7pp | 36.33%-31.0pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,152 | $1,321-12.8% | $3,704-68.9% | $2,471-53.4% |
| Participant deferral / active EE | $1,152 | $2,420-52.4% | $3,499-67.1% | $3,740-69.2% |
| Admin fee / account holder | $6,441 | $3,984+61.7% | $6,684-3.6% | $5,306+21.4% |