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 | $294,510 | $78,926+273.1% | $136,749+115.4% | $84,808+247.3% |
| Participation rate | 57.8% | 62.2%-4.4pp | 72.1%-14.3pp | 68.3%-10.5pp |
| Annual return | 4.75% | 18.17%-13.4pp | 24.33%-19.6pp | 40.90%-36.2pp |
| Employer contribution / active EE | $1,880 | $2,134-11.9% | $3,400-44.7% | $2,631-28.5% |
| Participant deferral / active EE | $3,777 | $3,168+19.2% | $4,692-19.5% | $4,212-10.3% |
| Admin fee / account holder | $42,397 | $6,369+565.7% | $11,386+272.4% | $7,344+477.3% |