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 | $300,239 | $111,814+168.5% | $103,374+190.4% | $145,959+105.7% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 7.52% | 24.77%-17.3pp | 24.89%-17.4pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,163 | $4,214-72.4% | $3,869-69.9% | $4,661-75.0% |
| Participant deferral / active EE | $2,024 | $5,618-64.0% | $5,058-60.0% | $6,689-69.7% |
| Admin fee / account holder | $3,465 | $9,754-64.5% | $8,394-58.7% | $13,398-74.1% |