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 | $374,964 | $104,974+257.2% | $95,585+292.3% | $142,382+163.3% |
| Participation rate | 27.8% | 75.0%-47.2pp | 72.1%-44.3pp | 80.1%-52.3pp |
| Annual return | 8.01% | 210.33%-202.3pp | 38.56%-30.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,119 | $2,779-59.7% | $2,527-55.7% | $4,299-74.0% |
| Participant deferral / active EE | $3,099 | $4,352-28.8% | $4,023-23.0% | $6,507-52.4% |
| Admin fee / account holder | $667 | $6,386-89.6% | $6,127-89.1% | $12,624-94.7% |