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 | $416,904 | $102,317+307.5% | $146,958+183.7% | $80,856+415.6% |
| Participation rate | 40.7% | 75.8%-35.1pp | 82.2%-41.4pp | 67.6%-26.9pp |
| Annual return | 8.37% | 134.76%-126.4pp | 418.34%-410.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $2,333 | $3,713-37.2% | $4,933-52.7% | $2,755-15.3% |
| Participant deferral / active EE | $4,775 | $6,644-28.1% | $8,070-40.8% | $4,296+11.2% |
| Admin fee / account holder | $100,304 | $7,941+1163.1% | $12,998+671.7% | $6,918+1349.9% |