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 | $250,910 | $74,888+235.0% | $71,209+252.4% | $142,382+76.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 2.90% | 345.14%-342.2pp | 282.51%-279.6pp | 217.08%-214.2pp |
| Employer contribution / active EE | $2,144 | $2,854-24.9% | $2,721-21.2% | $4,299-50.1% |
| Participant deferral / active EE | $14,411 | $4,454+223.5% | $4,175+245.2% | $6,507+121.5% |
| Admin fee / account holder | $722,846 | $5,568+12881.3% | $5,349+13414.2% | $12,624+5626.1% |