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 | $264,203 | $80,717+227.3% | $154,803+70.7% | $84,808+211.5% |
| Participation rate | 56.3% | 66.8%-10.6pp | 78.1%-21.8pp | 68.3%-12.1pp |
| Annual return | 11.27% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,669 | $2,761-3.3% | $4,305-38.0% | $2,631+1.5% |
| Participant deferral / active EE | $4,868 | $3,303+47.4% | $5,540-12.1% | $4,212+15.6% |
| Admin fee / account holder | $25,552 | $6,746+278.8% | $14,329+78.3% | $7,344+247.9% |