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 | $300,229 | $121,625+146.8% | $104,607+187.0% | $158,922+88.9% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 0.37% | 465.26%-464.9pp | 340.46%-340.1pp | 302.83%-302.5pp |
| Employer contribution / active EE | $7,855 | $3,163+148.4% | $2,681+193.0% | $4,761+65.0% |
| Participant deferral / active EE | $12,948 | $4,177+210.0% | $3,740+246.2% | $5,982+116.5% |
| Admin fee / account holder | $9,068 | $7,787+16.5% | $6,473+40.1% | $11,246-19.4% |