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 | $357,339 | $109,881+225.2% | $150,045+138.2% | $84,808+321.4% |
| Participation rate | 57.8% | 76.1%-18.3pp | 82.3%-24.5pp | 68.3%-10.5pp |
| Annual return | 11.70% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,017 | $6,636+20.8% | $7,997+0.3% | $4,212+90.4% |
| Admin fee / account holder | $116,473 | $8,568+1259.4% | $13,435+767.0% | $7,344+1486.0% |