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 | $292,622 | $77,314+278.5% | $177,989+64.4% | $80,856+261.9% |
| Participation rate | 68.2% | 65.7%+2.5pp | 77.1%-8.9pp | 67.6%+0.5pp |
| Annual return | 8.47% | 18.09%-9.6pp | 294.48%-286.0pp | 35.59%-27.1pp |
| Employer contribution / active EE | $14,966 | $2,292+552.9% | $3,949+279.0% | $2,755+443.3% |
| Participant deferral / active EE | $8,923 | $4,411+102.3% | $6,276+42.2% | $4,296+107.7% |
| Admin fee / account holder | $57,615 | $7,191+701.2% | $10,363+456.0% | $6,918+732.8% |