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 | $298,110 | $78,705+278.8% | $117,854+152.9% | $70,131+325.1% |
| Participation rate | 15.8% | 73.2%-57.4pp | 79.7%-63.9pp | 69.5%-53.8pp |
| Annual return | 10.42% | 23.30%-12.9pp | 335.08%-324.7pp | 73.14%-62.7pp |
| Employer contribution / active EE | $843 | $2,223-62.1% | $3,786-77.7% | $2,342-64.0% |
| Participant deferral / active EE | $1,632 | $3,297-50.5% | $4,482-63.6% | $3,332-51.0% |
| Admin fee / account holder | $501 | $5,065-90.1% | $8,020-93.8% | $4,645-89.2% |