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 4-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 | $448,313 | $183,519+144.3% | $155,509+188.3% | $145,922+207.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.35% | 61.17%-55.8pp | 64.67%-59.3pp | 561.29%-555.9pp |
| Employer contribution / active EE | $2,249 | $5,313-57.7% | $4,672-51.9% | $4,660-51.7% |
| Participant deferral / active EE | $13,375 | $6,462+107.0% | $5,626+137.7% | $6,688+100.0% |
| Admin fee / account holder | $3,577 | $19,313-81.5% | $15,912-77.5% | $13,397-73.3% |