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 | $339,684 | $29,660+1045.3% | $56,411+502.2% | $80,856+320.1% |
| Participation rate | 4.7% | 41.6%-37.0pp | 52.5%-47.8pp | 67.6%-63.0pp |
| Annual return | 10.39% | 35.23%-24.8pp | 1701.33%-1690.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $414 | $669-38.1% | $1,039-60.1% | $2,755-85.0% |
| Participant deferral / active EE | $998 | $1,226-18.6% | $1,952-48.9% | $4,296-76.8% |
| Admin fee / account holder | $3,338 | $2,428+37.5% | $2,829+18.0% | $6,918-51.7% |