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 | $345,144 | $109,881+214.1% | $150,045+130.0% | $84,808+307.0% |
| Participation rate | 68.0% | 76.1%-8.1pp | 82.3%-14.3pp | 68.3%-0.3pp |
| Annual return | 11.23% | 28.25%-17.0pp | 62.55%-51.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,897 | $3,561-46.7% | $4,693-59.6% | $2,631-27.9% |
| Participant deferral / active EE | $11,949 | $6,636+80.1% | $7,997+49.4% | $4,212+183.7% |
| Admin fee / account holder | $3,041 | $8,568-64.5% | $13,435-77.4% | $7,344-58.6% |