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 | $356,413 | $103,376+244.8% | $87,100+309.2% | $152,861+133.2% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.9%-32.4pp | 82.4%-38.0pp |
| Annual return | 8.87% | 28.10%-19.2pp | 28.19%-19.3pp | 345.32%-336.5pp |
| Employer contribution / active EE | $1,168 | $3,220-63.7% | $2,521-53.7% | $4,762-75.5% |
| Participant deferral / active EE | $2,473 | $4,778-48.2% | $4,049-38.9% | $5,850-57.7% |
| Admin fee / account holder | $19,203 | $12,205+57.3% | $7,497+156.2% | $11,596+65.6% |