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 | $271,134 | $30,400+791.9% | $53,898+403.1% | $84,808+219.7% |
| Participation rate | 21.4% | 46.4%-25.0pp | 55.0%-33.5pp | 68.3%-46.9pp |
| Annual return | 14.28% | 500.19%-485.9pp | 528.60%-514.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $335 | $603-44.5% | $932-64.1% | $2,631-87.3% |
| Participant deferral / active EE | $1,487 | $1,199+24.1% | $1,826-18.6% | $4,212-64.7% |
| Admin fee / account holder | $3,834 | $1,993+92.3% | $2,491+53.9% | $7,344-47.8% |