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 | $365,763 | $58,208+528.4% | $81,812+347.1% | $80,856+352.4% |
| Participation rate | 16.1% | 63.4%-47.3pp | 72.3%-56.2pp | 67.6%-51.5pp |
| Annual return | 10.17% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $755 | $2,340-67.7% | $2,912-74.1% | $2,755-72.6% |
| Participant deferral / active EE | $2,143 | $3,281-34.7% | $4,319-50.4% | $4,296-50.1% |
| Admin fee / account holder | $27,560 | $4,981+453.3% | $7,386+273.1% | $6,918+298.4% |