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 9-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 | $323,834 | $57,590+462.3% | $86,233+275.5% | $82,448+292.8% |
| Participation rate | 35.0% | 57.9%-22.9pp | 69.0%-34.0pp | 68.1%-33.1pp |
| Annual return | 13.22% | 22.41%-9.2pp | 61.39%-48.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,489 | $1,655-10.0% | $2,504-40.5% | $2,551-41.6% |
| Participant deferral / active EE | $3,005 | $3,080-2.4% | $4,559-34.1% | $4,139-27.4% |
| Admin fee / account holder | $48,058 | $4,730+916.0% | $8,342+476.1% | $7,234+564.3% |