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 | $317,739 | $156,846+102.6% | $121,098+162.4% | $139,434+127.9% |
| Participation rate | 8.3% | 76.4%-68.1pp | 69.5%-61.2pp | 80.3%-72.0pp |
| Annual return | 5.45% | 1474.56%-1469.1pp | 985.75%-980.3pp | 372.94%-367.5pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,188 | $4,844-54.8% | $4,080-46.4% | $6,710-67.4% |
| Admin fee / account holder | $3,519 | $6,946-49.3% | $5,644-37.7% | $11,403-69.1% |