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 | $262,340 | $81,460+222.0% | $103,333+153.9% | $80,856+224.5% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 9.24% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $852 | $3,105-72.6% | $3,868-78.0% | $2,755-69.1% |
| Participant deferral / active EE | $4,456 | $3,869+15.2% | $5,057-11.9% | $4,296+3.7% |
| Admin fee / account holder | $5,017 | $6,566-23.6% | $8,355-39.9% | $6,918-27.5% |