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 | $928,509 | $111,814+730.4% | $103,374+798.2% | $145,959+536.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 4.06% | 24.77%-20.7pp | 24.89%-20.8pp | 561.95%-557.9pp |
| Employer contribution / active EE | $4,254 | $4,214+1.0% | $3,869+9.9% | $4,661-8.7% |
| Participant deferral / active EE | $15,250 | $5,618+171.4% | $5,058+201.5% | $6,689+128.0% |
| Admin fee / account holder | $14,902 | $9,754+52.8% | $8,394+77.5% | $13,398+11.2% |