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 | $408,421 | $70,756+477.2% | $65,493+523.6% | $142,382+186.8% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 4.82% | 1754.89%-1750.1pp | 982.45%-977.6pp | 217.08%-212.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,996 | $4,637+94.0% | $3,961+127.1% | $6,507+38.2% |
| Admin fee / account holder | $2,250 | $6,559-65.7% | $5,028-55.2% | $12,624-82.2% |