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 | $328,825 | $101,724+223.3% | $164,813+99.5% | $80,856+306.7% |
| Participation rate | 47.4% | 71.8%-24.5pp | 78.6%-31.2pp | 67.6%-20.3pp |
| Annual return | 9.69% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,026 | $4,477+56.9% | $6,031+16.5% | $4,296+63.5% |
| Admin fee / account holder | $179,020 | $8,227+2075.9% | $12,690+1310.7% | $6,918+2487.7% |