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 | $285,533 | $103,376+176.2% | $87,100+227.8% | $152,861+86.8% |
| Participation rate | 43.8% | 79.3%-35.6pp | 76.9%-33.1pp | 82.4%-38.7pp |
| Annual return | 8.05% | 28.10%-20.1pp | 28.19%-20.1pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,090 | $3,220-66.2% | $2,521-56.8% | $4,762-77.1% |
| Participant deferral / active EE | $3,188 | $4,778-33.3% | $4,049-21.3% | $5,850-45.5% |
| Admin fee / account holder | $1,571 | $12,205-87.1% | $7,497-79.0% | $11,596-86.5% |