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 4-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 | $3,091,727 | $86,929+3456.6% | $102,423+2918.6% | $80,856+3723.7% |
| Participation rate | 2.9% | 72.4%-69.5pp | 76.5%-73.6pp | 67.6%-64.8pp |
| Annual return | 10.15% | 18.88%-8.7pp | 29.32%-19.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,902 | $2,369-19.7% | $3,023-37.1% | $2,755-30.9% |
| Participant deferral / active EE | $4,530 | $4,118+10.0% | $5,053-10.3% | $4,296+5.5% |
| Admin fee / account holder | $73,406 | $8,049+812.0% | $9,451+676.7% | $6,918+961.1% |