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 | $254,527 | $110,257+130.8% | $96,544+163.6% | $139,434+82.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 6.60% | 26.32%-19.7pp | 25.84%-19.2pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,187 | $3,620-39.6% | $2,965-26.3% | $4,751-54.0% |
| Participant deferral / active EE | $10,242 | $5,548+84.6% | $4,851+111.1% | $6,710+52.6% |
| Admin fee / account holder | $5,888 | $11,591-49.2% | $8,252-28.7% | $11,403-48.4% |