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 | $293,406 | $102,317+186.8% | $146,958+99.7% | $80,856+262.9% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.2%-30.5pp | 67.6%-16.0pp |
| Annual return | 8.87% | 134.76%-125.9pp | 418.34%-409.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,597 | $3,713-57.0% | $4,933-67.6% | $2,755-42.0% |
| Participant deferral / active EE | $4,393 | $6,644-33.9% | $8,070-45.6% | $4,296+2.3% |
| Admin fee / account holder | $13,622 | $7,941+71.5% | $12,998+4.8% | $6,918+96.9% |