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 | $273,990 | $68,719+298.7% | $91,541+199.3% | $84,808+223.1% |
| Participation rate | 39.1% | 64.5%-25.4pp | 69.8%-30.6pp | 68.3%-29.2pp |
| Annual return | 11.93% | 19.12%-7.2pp | 20.50%-8.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,910 | $1,920-0.5% | $2,505-23.7% | $2,631-27.4% |
| Participant deferral / active EE | $3,712 | $3,136+18.4% | $4,008-7.4% | $4,212-11.9% |
| Admin fee / account holder | $4,866 | $5,786-15.9% | $6,956-30.0% | $7,344-33.7% |