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 | $297,544 | $176,056+69.0% | $159,436+86.6% | $167,490+77.6% |
| Participation rate | 35.3% | 84.9%-49.6pp | 82.8%-47.5pp | 82.1%-46.8pp |
| Annual return | 9.37% | 331.75%-322.4pp | 263.57%-254.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,219 | $5,297-77.0% | $4,829-74.7% | $4,837-74.8% |
| Participant deferral / active EE | $3,079 | $7,750-60.3% | $7,352-58.1% | $6,341-51.4% |
| Admin fee / account holder | $4,542 | $12,554-63.8% | $10,799-57.9% | $12,309-63.1% |