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 | $279,155 | $101,763+174.3% | $164,866+69.3% | $80,874+245.2% |
| Participation rate | 48.0% | 71.8%-23.8pp | 78.6%-30.6pp | 67.6%-19.6pp |
| Annual return | 9.19% | 16.73%-7.5pp | 69.97%-60.8pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,192 | $2,954-59.7% | $4,343-72.6% | $2,756-56.7% |
| Participant deferral / active EE | $5,121 | $4,477+14.4% | $6,033-15.1% | $4,297+19.2% |
| Admin fee / account holder | $9,589 | $8,228+16.5% | $12,689-24.4% | $6,935+38.3% |