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 | $354,533 | $161,352+119.7% | $134,172+164.2% | $137,256+158.3% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 9.12% | 28.72%-19.6pp | 25.30%-16.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $958 | $4,099-76.6% | $3,420-72.0% | $4,156-76.9% |
| Participant deferral / active EE | $5,349 | $5,552-3.7% | $4,690+14.0% | $6,407-16.5% |
| Admin fee / account holder | $41,884 | $15,028+178.7% | $12,016+248.6% | $12,270+241.3% |