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 | $274,121 | $165,335+65.8% | $149,696+83.1% | $158,922+72.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 3.78% | 348.15%-344.4pp | 276.60%-272.8pp | 302.83%-299.0pp |
| Employer contribution / active EE | $1,753 | $5,103-65.7% | $4,644-62.3% | $4,761-63.2% |
| Participant deferral / active EE | $5,875 | $7,181-18.2% | $6,842-14.1% | $5,982-1.8% |
| Admin fee / account holder | $57,490 | $10,807+432.0% | $9,309+517.6% | $11,246+411.2% |