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 | $305,066 | $109,881+177.6% | $150,045+103.3% | $84,808+259.7% |
| Participation rate | 52.4% | 76.1%-23.7pp | 82.3%-29.9pp | 68.3%-15.9pp |
| Annual return | 13.40% | 28.25%-14.8pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $873 | $3,561-75.5% | $4,693-81.4% | $2,631-66.8% |
| Participant deferral / active EE | $4,119 | $6,636-37.9% | $7,997-48.5% | $4,212-2.2% |
| Admin fee / account holder | $4,268 | $8,568-50.2% | $13,435-68.2% | $7,344-41.9% |