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 9-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 | $394,874 | $118,450+233.4% | $98,439+301.1% | $139,434+183.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 8.60% | 18.94%-10.3pp | 21.16%-12.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $4,300 | $3,609+19.1% | $3,048+41.1% | $4,751-9.5% |
| Participant deferral / active EE | $15,000 | $5,392+178.2% | $4,738+216.6% | $6,710+123.5% |
| Admin fee / account holder | $2,901 | $14,026-79.3% | $8,948-67.6% | $11,403-74.6% |