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 | $253,582 | $88,751+185.7% | $81,812+210.0% | $145,922+73.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 6.41% | 1025.40%-1019.0pp | 773.79%-767.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $2,010 | $3,083-34.8% | $2,912-31.0% | $4,660-56.9% |
| Participant deferral / active EE | $4,777 | $4,643+2.9% | $4,319+10.6% | $6,688-28.6% |
| Admin fee / account holder | $16,846 | $8,415+100.2% | $7,386+128.1% | $13,397+25.7% |