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 | $420,868 | $91,552+359.7% | $133,956+214.2% | $79,858+427.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 7.33% | 61.85%-54.5pp | 45.09%-37.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,794 | $2,384-24.7% | $3,919-54.2% | $2,471-27.4% |
| Participant deferral / active EE | $10,416 | $3,733+179.0% | $5,048+106.3% | $3,740+178.5% |
| Admin fee / account holder | $129,177 | $6,321+1943.7% | $8,927+1347.0% | $5,306+2334.4% |