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 | $282,107 | $54,705+415.7% | $71,209+296.2% | $84,808+232.6% |
| Participation rate | 47.8% | 64.1%-16.3pp | 73.8%-26.0pp | 68.3%-20.5pp |
| Annual return | 12.74% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,283 | $2,158-40.5% | $2,721-52.9% | $2,631-51.2% |
| Participant deferral / active EE | $5,490 | $3,030+81.2% | $4,175+31.5% | $4,212+30.4% |
| Admin fee / account holder | $11,365 | $4,863+133.7% | $5,349+112.5% | $7,344+54.8% |