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 | $393,320 | $181,894+116.2% | $156,549+151.2% | $273,961+43.6% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | -5.77% | 30.74%-36.5pp | 32.23%-38.0pp | 41.45%-47.2pp |
| Employer contribution / active EE | $2,189 | $6,248-65.0% | $5,501-60.2% | $4,869-55.0% |
| Participant deferral / active EE | $6,290 | $5,550+13.3% | $4,871+29.1% | $5,287+19.0% |
| Admin fee / account holder | $601 | $15,559-96.1% | $13,027-95.4% | $10,132-94.1% |