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 | $350,705 | $172,111+103.8% | $150,298+133.3% | $137,256+155.5% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 8.97% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $995 | $4,636-78.5% | $4,154-76.1% | $4,156-76.1% |
| Participant deferral / active EE | $5,550 | $6,166-10.0% | $5,453+1.8% | $6,407-13.4% |
| Admin fee / account holder | $386,768 | $16,471+2248.2% | $14,116+2640.0% | $12,270+3052.1% |