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 | $358,204 | $95,416+275.4% | $185,823+92.8% | $85,850+317.2% |
| Participation rate | 35.7% | 68.8%-33.0pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 10.87% | 23.59%-12.7pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,393 | $3,314-58.0% | $5,167-73.0% | $2,565-45.7% |
| Participant deferral / active EE | $2,803 | $3,423-18.1% | $5,568-49.7% | $3,952-29.1% |
| Admin fee / account holder | $2,488 | $7,213-65.5% | $16,237-84.7% | $6,260-60.2% |