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 | $260,849 | $111,754+133.4% | $103,333+152.4% | $145,922+78.8% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 7.71% | 24.77%-17.1pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,022 | $4,212-75.7% | $3,868-73.6% | $4,660-78.1% |
| Participant deferral / active EE | $5,386 | $5,619-4.1% | $5,057+6.5% | $6,688-19.5% |
| Admin fee / account holder | $21,617 | $9,750+121.7% | $8,355+158.7% | $13,397+61.4% |