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 | $348,521 | $51,638+574.9% | $68,368+409.8% | $82,448+322.7% |
| Participation rate | 46.3% | 63.6%-17.3pp | 73.8%-27.4pp | 68.1%-21.7pp |
| Annual return | 13.25% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,571 | $2,047-23.2% | $2,649-40.7% | $2,551-38.4% |
| Participant deferral / active EE | $3,979 | $2,914+36.6% | $4,123-3.5% | $4,139-3.9% |
| Admin fee / account holder | $1,852 | $4,643-60.1% | $5,150-64.0% | $7,234-74.4% |