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 9-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 | $277,709 | $110,257+151.9% | $96,544+187.7% | $139,434+99.2% |
| Participation rate | 14.3% | 78.1%-63.8pp | 76.0%-61.7pp | 80.3%-66.0pp |
| Annual return | 4.45% | 26.32%-21.9pp | 25.84%-21.4pp | 372.94%-368.5pp |
| Employer contribution / active EE | $1,592 | $3,620-56.0% | $2,965-46.3% | $4,751-66.5% |
| Participant deferral / active EE | $3,293 | $5,548-40.6% | $4,851-32.1% | $6,710-50.9% |
| Admin fee / account holder | $3,462 | $11,591-70.1% | $8,252-58.1% | $11,403-69.6% |