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 | $280,317 | $176,812+58.5% | $146,665+91.1% | $167,490+67.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 0.63% | 24.03%-23.4pp | 22.74%-22.1pp | 478.56%-477.9pp |
| Employer contribution / active EE | $5,410 | $5,160+4.8% | $4,136+30.8% | $4,837+11.8% |
| Participant deferral / active EE | $12,000 | $6,440+86.3% | $5,506+117.9% | $6,341+89.2% |
| Admin fee / account holder | $2,418 | $13,259-81.8% | $10,280-76.5% | $12,309-80.4% |