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 | $296,257 | $117,983+151.1% | $101,794+191.0% | $142,382+108.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 7.71% | 36.92%-29.2pp | 30.53%-22.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,144 | $2,773-58.7% | $2,289-50.0% | $4,299-73.4% |
| Participant deferral / active EE | $5,939 | $4,714+26.0% | $4,084+45.4% | $6,507-8.7% |
| Admin fee / account holder | $39,680 | $10,433+280.3% | $8,777+352.1% | $12,624+214.3% |