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 | $1,606,002 | $46,674+3340.9% | $117,472+1267.1% | $68,494+2244.7% |
| Participation rate | 7.9% | 56.8%-48.9pp | 70.6%-62.7pp | 67.9%-60.0pp |
| Annual return | -20.20% | -14.52%-5.7pp | 29.74%-49.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $578 | $1,505-61.6% | $4,176-86.2% | $2,596-77.8% |
| Participant deferral / active EE | $7,873 | $2,636+198.6% | $4,070+93.4% | $4,027+95.5% |
| Admin fee / account holder | $38,819 | $4,020+865.7% | $5,645+587.7% | $5,403+618.5% |