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 | $316,869 | $57,828+448.0% | $117,039+170.7% | $70,131+351.8% |
| Participation rate | 16.7% | 67.1%-50.5pp | 77.2%-60.5pp | 69.5%-52.9pp |
| Annual return | 10.82% | 17.55%-6.7pp | 18.95%-8.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,010 | $1,816-44.4% | $3,785-73.3% | $2,342-56.9% |
| Participant deferral / active EE | $2,842 | $2,438+16.6% | $3,929-27.7% | $3,332-14.7% |
| Admin fee / account holder | $88,711 | $3,548+2400.1% | $5,974+1385.0% | $4,645+1809.7% |