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 | $264,450 | $80,968+226.6% | $96,544+173.9% | $75,163+251.8% |
| Participation rate | 68.9% | 71.8%-2.8pp | 76.0%-7.0pp | 67.2%+1.7pp |
| Annual return | 2.88% | 27.06%-24.2pp | 25.84%-23.0pp | 160.62%-157.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,598 | $3,928+220.7% | $4,851+159.7% | $4,125+205.4% |
| Admin fee / account holder | $11,738 | $6,724+74.6% | $8,252+42.2% | $5,651+107.7% |