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 | $257,789 | $95,803+169.1% | $113,168+127.8% | $84,808+204.0% |
| Participation rate | 36.7% | 72.9%-36.1pp | 76.6%-39.8pp | 68.3%-31.6pp |
| Annual return | 8.81% | 25.00%-16.2pp | 24.27%-15.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,215 | $2,360-48.5% | $2,975-59.2% | $2,631-53.8% |
| Participant deferral / active EE | $3,821 | $4,242-9.9% | $5,107-25.2% | $4,212-9.3% |
| Admin fee / account holder | $4,970 | $8,989-44.7% | $12,068-58.8% | $7,344-32.3% |