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 | $256,990 | $112,096+129.3% | $95,952+167.8% | $158,922+61.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 1.14% | 171.09%-169.9pp | 91.61%-90.5pp | 302.83%-301.7pp |
| Employer contribution / active EE | $3,274 | $3,198+2.4% | $2,541+28.8% | $4,761-31.2% |
| Participant deferral / active EE | $7,189 | $4,784+50.3% | $4,167+72.5% | $5,982+20.2% |
| Admin fee / account holder | $35,756 | $10,130+253.0% | $6,795+426.2% | $11,246+218.0% |