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 | $264,785 | $95,803+176.4% | $113,168+134.0% | $84,808+212.2% |
| Participation rate | 48.1% | 72.9%-24.7pp | 76.6%-28.4pp | 68.3%-20.2pp |
| Annual return | 0.50% | 25.00%-24.5pp | 24.27%-23.8pp | 40.90%-40.4pp |
| Employer contribution / active EE | $1,242 | $2,360-47.4% | $2,975-58.2% | $2,631-52.8% |
| Participant deferral / active EE | $3,251 | $4,242-23.4% | $5,107-36.3% | $4,212-22.8% |
| Admin fee / account holder | $1,325 | $8,989-85.3% | $12,068-89.0% | $7,344-82.0% |