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 | $437,322 | $209,411+108.8% | $178,490+145.0% | $158,922+175.2% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 4.70% | 188.75%-184.1pp | 151.07%-146.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,616 | $5,706-71.7% | $5,011-67.7% | $4,761-66.1% |
| Participant deferral / active EE | $4,548 | $5,954-23.6% | $5,202-12.6% | $5,982-24.0% |
| Admin fee / account holder | $150,894 | $17,074+783.7% | $13,984+979.1% | $11,246+1241.8% |