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 | $446,218 | $57,016+682.6% | $84,966+425.2% | $80,856+451.9% |
| Participation rate | 8.5% | 56.3%-47.9pp | 67.5%-59.0pp | 67.6%-59.2pp |
| Annual return | -4.28% | 21.66%-25.9pp | 66.38%-70.7pp | 35.59%-39.9pp |
| Employer contribution / active EE | $1,762 | $1,798-2.0% | $2,727-35.4% | $2,755-36.0% |
| Participant deferral / active EE | $1,233 | $3,110-60.4% | $4,519-72.7% | $4,296-71.3% |
| Admin fee / account holder | $2,774 | $4,980-44.3% | $6,149-54.9% | $6,918-59.9% |