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 | $346,324 | $111,724+210.0% | $93,606+270.0% | $145,922+137.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 6.74% | 202.98%-196.2pp | 133.20%-126.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,638 | $3,090-47.0% | $2,420-32.3% | $4,660-64.9% |
| Participant deferral / active EE | $5,750 | $4,912+17.1% | $4,411+30.3% | $6,688-14.0% |
| Admin fee / account holder | $4,473 | $10,250-56.4% | $8,285-46.0% | $13,397-66.6% |