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 | $294,717 | $95,266+209.4% | $82,389+257.7% | $142,382+107.0% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 2.99% | 25.74%-22.7pp | 28.67%-25.7pp | 217.08%-214.1pp |
| Employer contribution / active EE | $1,914 | $2,991-36.0% | $2,517-24.0% | $4,299-55.5% |
| Participant deferral / active EE | $1,309 | $4,809-72.8% | $4,155-68.5% | $6,507-79.9% |
| Admin fee / account holder | $2,104 | $8,563-75.4% | $7,231-70.9% | $12,624-83.3% |