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 | $363,330 | $116,175+212.7% | $93,606+288.1% | $152,861+137.7% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 6.76% | 35.96%-29.2pp | 32.76%-26.0pp | 345.32%-338.6pp |
| Employer contribution / active EE | $4,533 | $3,218+40.9% | $2,718+66.8% | $4,762-4.8% |
| Participant deferral / active EE | $9,100 | $4,603+97.7% | $4,069+123.7% | $5,850+55.6% |
| Admin fee / account holder | $387 | $10,748-96.4% | $7,888-95.1% | $11,596-96.7% |