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 | $289,982 | $154,117+88.2% | $129,995+123.1% | $139,434+108.0% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 7.52% | 32.48%-25.0pp | -137.18%+144.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,275 | $5,289-75.9% | $4,320-70.5% | $4,751-73.2% |
| Participant deferral / active EE | $4,015 | $6,710-40.2% | $5,820-31.0% | $6,710-40.2% |
| Admin fee / account holder | $68,839 | $14,007+391.5% | $10,614+548.5% | $11,403+503.7% |