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 | $60,022+439.5% | $88,946+264.1% | $84,808+281.8% |
| Participation rate | 35.0% | 57.8%-22.8pp | 68.8%-33.8pp | 68.3%-33.3pp |
| Annual return | 13.22% | 22.43%-9.2pp | 57.82%-44.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,489 | $1,703-12.5% | $2,555-41.7% | $2,631-43.4% |
| Participant deferral / active EE | $3,005 | $3,114-3.5% | $4,581-34.4% | $4,212-28.6% |
| Admin fee / account holder | $48,058 | $4,811+898.9% | $8,261+481.8% | $7,344+554.4% |