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 7-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 | $635,561 | $81,460+680.2% | $103,333+515.1% | $80,856+686.0% |
| Participation rate | 65.0% | 66.8%-1.8pp | 74.5%-9.5pp | 67.6%-2.6pp |
| Annual return | 0.65% | 25.55%-24.9pp | 24.88%-24.2pp | 35.59%-34.9pp |
| Employer contribution / active EE | $31,780 | $3,105+923.4% | $3,868+721.6% | $2,755+1053.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,330 | $6,566+26.9% | $8,355-0.3% | $6,918+20.4% |