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 | $291,522 | $99,877+191.9% | $84,966+243.1% | $145,922+99.8% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 2.42% | 83.76%-81.3pp | 66.38%-64.0pp | 561.29%-558.9pp |
| Employer contribution / active EE | $640 | $3,231-80.2% | $2,727-76.5% | $4,660-86.3% |
| Participant deferral / active EE | $2,080 | $5,291-60.7% | $4,519-54.0% | $6,688-68.9% |
| Admin fee / account holder | $1,049 | $7,248-85.5% | $6,149-82.9% | $13,397-92.2% |