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 | $250,424 | $54,705+357.8% | $71,209+251.7% | $84,808+195.3% |
| Participation rate | 25.3% | 64.1%-38.8pp | 73.8%-48.5pp | 68.3%-43.0pp |
| Annual return | 13.02% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,286 | $2,158-40.4% | $2,721-52.7% | $2,631-51.1% |
| Participant deferral / active EE | $2,062 | $3,030-31.9% | $4,175-50.6% | $4,212-51.0% |
| Admin fee / account holder | $4,629 | $4,863-4.8% | $5,349-13.5% | $7,344-37.0% |