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 | $258,196 | $176,056+46.7% | $159,436+61.9% | $167,490+54.2% |
| Participation rate | 27.3% | 84.9%-57.7pp | 82.8%-55.5pp | 82.1%-54.8pp |
| Annual return | 9.60% | 331.75%-322.1pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,648 | $5,297-68.9% | $4,829-65.9% | $4,837-65.9% |
| Participant deferral / active EE | $4,755 | $7,750-38.7% | $7,352-35.3% | $6,341-25.0% |
| Admin fee / account holder | $232,844 | $12,554+1754.7% | $10,799+2056.3% | $12,309+1791.7% |