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 | $410,136 | $85,022+382.4% | $70,515+481.6% | $139,434+194.1% |
| Participation rate | 36.8% | 73.9%-37.1pp | 68.3%-31.5pp | 80.3%-43.5pp |
| Annual return | 8.93% | 30.38%-21.5pp | 32.77%-23.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,178 | $3,909-69.9% | $2,973-60.4% | $4,751-75.2% |
| Participant deferral / active EE | $7,334 | $5,890+24.5% | $4,567+60.6% | $6,710+9.3% |
| Admin fee / account holder | $201,610 | $8,906+2163.8% | $6,412+3044.3% | $11,403+1668.1% |