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 | $353,415 | $112,096+215.3% | $95,952+268.3% | $158,922+122.4% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 5.42% | 171.09%-165.7pp | 91.61%-86.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,005 | $3,198-68.6% | $2,541-60.5% | $4,761-78.9% |
| Participant deferral / active EE | $2,894 | $4,784-39.5% | $4,167-30.5% | $5,982-51.6% |
| Admin fee / account holder | $32,386 | $10,130+219.7% | $6,795+376.6% | $11,246+188.0% |