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 | $520,393 | $109,881+373.6% | $150,045+246.8% | $84,808+513.6% |
| Participation rate | 34.6% | 76.1%-41.5pp | 82.3%-47.7pp | 68.3%-33.7pp |
| Annual return | 11.71% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,567 | $3,561-56.0% | $4,693-66.6% | $2,631-40.4% |
| Participant deferral / active EE | $4,998 | $6,636-24.7% | $7,997-37.5% | $4,212+18.7% |
| Admin fee / account holder | $5,224 | $8,568-39.0% | $13,435-61.1% | $7,344-28.9% |