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 | $294,949 | $34,934+744.3% | $56,411+422.9% | $74,495+295.9% |
| Participation rate | 7.0% | 32.8%-25.8pp | 52.5%-45.5pp | 67.2%-60.2pp |
| Annual return | 9.71% | 25.94%-16.2pp | 1701.33%-1691.6pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $233 | $609-61.8% | $1,039-77.6% | $2,623-91.1% |
| Participant deferral / active EE | $634 | $1,170-45.9% | $1,952-67.5% | $4,346-85.4% |
| Admin fee / account holder | $1,783 | $2,364-24.6% | $2,829-37.0% | $1,942-8.2% |