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 | $454,213 | $96,484+370.8% | $75,886+498.5% | $152,861+197.1% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.3%-27.2pp | 82.4%-40.3pp |
| Annual return | 3.41% | 33.98%-30.6pp | 30.76%-27.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,321 | $3,309-60.1% | $2,500-47.2% | $4,762-72.3% |
| Participant deferral / active EE | $6,968 | $4,553+53.1% | $3,603+93.4% | $5,850+19.1% |
| Admin fee / account holder | $379 | $8,078-95.3% | $5,418-93.0% | $11,596-96.7% |