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 | $279,040 | $114,047+144.7% | $96,139+190.2% | $167,490+66.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 5.68% | 189.88%-184.2pp | 191.94%-186.3pp | 478.56%-472.9pp |
| Employer contribution / active EE | $1,362 | $3,427-60.2% | $2,797-51.3% | $4,837-71.8% |
| Participant deferral / active EE | $1,733 | $5,194-66.6% | $4,349-60.1% | $6,341-72.7% |
| Admin fee / account holder | $856 | $6,897-87.6% | $5,537-84.5% | $12,309-93.0% |