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 | $255,591 | $172,111+48.5% | $150,298+70.1% | $137,256+86.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 5.87% | 69.37%-63.5pp | 62.79%-56.9pp | 220.34%-214.5pp |
| Employer contribution / active EE | $2,125 | $4,636-54.2% | $4,154-48.8% | $4,156-48.9% |
| Participant deferral / active EE | $3,086 | $6,166-49.9% | $5,453-43.4% | $6,407-51.8% |
| Admin fee / account holder | $1,714 | $16,471-89.6% | $14,116-87.9% | $12,270-86.0% |