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 | $569,096 | $90,503+528.8% | $78,689+623.2% | $273,961+107.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | -3.46% | 75.60%-79.1pp | 62.18%-65.6pp | 41.45%-44.9pp |
| Employer contribution / active EE | $304 | $3,176-90.4% | $2,851-89.3% | $4,869-93.8% |
| Participant deferral / active EE | $4,307 | $3,901+10.4% | $3,517+22.5% | $5,287-18.5% |
| Admin fee / account holder | $16,738 | $5,263+218.0% | $4,510+271.1% | $10,132+65.2% |