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 | $297,095 | $77,899+281.4% | $149,673+98.5% | $75,163+295.3% |
| Participation rate | 42.4% | 65.6%-23.2pp | 78.8%-36.4pp | 67.2%-24.8pp |
| Annual return | 12.07% | 31.72%-19.7pp | 134.42%-122.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,597 | $3,137-49.1% | $4,818-66.9% | $2,670-40.2% |
| Participant deferral / active EE | $1,477 | $3,411-56.7% | $5,680-74.0% | $4,125-64.2% |
| Admin fee / account holder | $12,424 | $5,956+108.6% | $13,210-5.9% | $5,651+119.9% |