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 | $527,574 | $60,022+779.0% | $88,946+493.1% | $84,808+522.1% |
| Participation rate | 10.6% | 57.8%-47.2pp | 68.8%-58.2pp | 68.3%-57.7pp |
| Annual return | 11.97% | 22.43%-10.5pp | 57.82%-45.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,281 | $1,703-24.8% | $2,555-49.9% | $2,631-51.3% |
| Participant deferral / active EE | $1,693 | $3,114-45.6% | $4,581-63.1% | $4,212-59.8% |
| Admin fee / account holder | $4,421 | $4,811-8.1% | $8,261-46.5% | $7,344-39.8% |