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 | $450,736 | $154,228+192.3% | $145,433+209.9% | $137,256+228.4% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 5.92% | 74.59%-68.7pp | 66.58%-60.7pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,740 | $4,804-63.8% | $4,554-61.8% | $4,156-58.1% |
| Participant deferral / active EE | $7,304 | $8,216-11.1% | $7,897-7.5% | $6,407+14.0% |
| Admin fee / account holder | $2,186 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |