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 | $265,205 | $106,515+149.0% | $96,683+174.3% | $139,434+90.2% |
| Participation rate | 26.7% | 77.8%-51.2pp | 74.3%-47.7pp | 80.3%-53.7pp |
| Annual return | 9.08% | 38.43%-29.3pp | 35.69%-26.6pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,465 | $4,103-64.3% | $3,737-60.8% | $4,751-69.2% |
| Participant deferral / active EE | $4,327 | $5,454-20.7% | $4,878-11.3% | $6,710-35.5% |
| Admin fee / account holder | $178,370 | $7,877+2164.5% | $6,730+2550.6% | $11,403+1464.3% |