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 | $258,986 | $83,902+208.7% | $167,512+54.6% | $84,808+205.4% |
| Participation rate | 36.9% | 66.5%-29.5pp | 77.1%-40.1pp | 68.3%-31.4pp |
| Annual return | 12.95% | 91.55%-78.6pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,890 | $2,264-16.5% | $3,882-51.3% | $2,631-28.1% |
| Participant deferral / active EE | $3,184 | $4,442-28.3% | $6,405-50.3% | $4,212-24.4% |
| Admin fee / account holder | $14,260 | $7,915+80.2% | $9,769+46.0% | $7,344+94.2% |