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 | $101,618+269.0% | $93,063+302.9% | $137,256+173.2% |
| Participation rate | 27.8% | 74.9%-47.2pp | 72.1%-44.3pp | 80.0%-52.2pp |
| Annual return | 8.01% | 223.95%-215.9pp | 34.15%-26.1pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,119 | $2,707-58.7% | $2,476-54.8% | $4,156-73.1% |
| Participant deferral / active EE | $3,099 | $4,279-27.6% | $3,958-21.7% | $6,407-51.6% |
| Admin fee / account holder | $667 | $6,198-89.2% | $6,033-89.0% | $12,270-94.6% |