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 | $279,011 | $30,400+817.8% | $53,898+417.7% | $84,808+229.0% |
| Participation rate | 15.7% | 46.4%-30.7pp | 55.0%-39.2pp | 68.3%-52.6pp |
| Annual return | 13.48% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $297 | $603-50.7% | $932-68.1% | $2,631-88.7% |
| Participant deferral / active EE | $1,762 | $1,199+47.0% | $1,826-3.5% | $4,212-58.2% |
| Admin fee / account holder | $58,256 | $1,993+2822.6% | $2,491+2238.8% | $7,344+693.3% |