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 | $412,675 | $175,202+135.5% | $149,673+175.7% | $139,434+196.0% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 10.04% | 166.71%-156.7pp | 134.42%-124.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,230 | $5,474-59.3% | $4,818-53.7% | $4,751-53.1% |
| Participant deferral / active EE | $4,887 | $6,519-25.0% | $5,680-14.0% | $6,710-27.2% |
| Admin fee / account holder | $1,019 | $16,150-93.7% | $13,210-92.3% | $11,403-91.1% |