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 | $260,545 | $30,400+757.1% | $53,898+383.4% | $84,808+207.2% |
| Participation rate | 13.0% | 46.4%-33.4pp | 55.0%-41.9pp | 68.3%-55.3pp |
| Annual return | 14.35% | 500.19%-485.8pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $330 | $603-45.2% | $932-64.6% | $2,631-87.4% |
| Participant deferral / active EE | $964 | $1,199-19.6% | $1,826-47.2% | $4,212-77.1% |
| Admin fee / account holder | $7,096 | $1,993+256.0% | $2,491+184.9% | $7,344-3.4% |