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 | $253,253 | $109,881+130.5% | $150,045+68.8% | $84,808+198.6% |
| Participation rate | 47.5% | 76.1%-28.6pp | 82.3%-34.9pp | 68.3%-20.9pp |
| Annual return | 12.44% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,250 | $6,636-36.0% | $7,997-46.9% | $4,212+0.9% |
| Admin fee / account holder | $11,845 | $8,568+38.2% | $13,435-11.8% | $7,344+61.3% |