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 | $272,710 | $89,355+205.2% | $141,162+93.2% | $72,985+273.7% |
| Participation rate | 44.3% | 75.1%-30.8pp | 82.5%-38.2pp | 69.5%-25.2pp |
| Annual return | 6.65% | 111.85%-105.2pp | 71.39%-64.7pp | 81.00%-74.4pp |
| Employer contribution / active EE | $5,748 | $3,114+84.6% | $4,735+21.4% | $2,440+135.6% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,363 | $5,958+57.1% | $10,261-8.8% | $5,124+82.7% |