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 | $398,319 | $35,183+1032.1% | $73,545+441.6% | $70,131+468.0% |
| Participation rate | 8.0% | 42.9%-34.9pp | 54.9%-46.9pp | 69.5%-61.5pp |
| Annual return | 12.00% | 26.90%-14.9pp | -15.16%+27.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $687 | $709-3.1% | $1,219-43.7% | $2,342-70.7% |
| Participant deferral / active EE | $3,040 | $1,220+149.2% | $1,806+68.3% | $3,332-8.8% |
| Admin fee / account holder | $9,026 | $2,302+292.1% | $2,320+289.1% | $4,645+94.3% |