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 | $253,319 | $109,982+130.3% | $97,226+160.5% | $145,922+73.6% |
| Participation rate | 28.6% | 75.9%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 2.50% | 242.90%-240.4pp | 75.13%-72.6pp | 561.29%-558.8pp |
| Employer contribution / active EE | $1,382 | $3,084-55.2% | $2,729-49.4% | $4,660-70.3% |
| Participant deferral / active EE | $3,429 | $4,676-26.7% | $4,264-19.6% | $6,688-48.7% |
| Admin fee / account holder | $4,179 | $6,221-32.8% | $5,654-26.1% | $13,397-68.8% |