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 | $388,125 | $178,174+117.8% | $156,181+148.5% | $137,256+182.8% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.8%-37.2pp | 80.0%-38.3pp |
| Annual return | 7.33% | 84.19%-76.9pp | 64.87%-57.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $7,530 | $4,972+51.5% | $4,294+75.4% | $4,156+81.2% |
| Participant deferral / active EE | $9,413 | $6,888+36.7% | $6,132+53.5% | $6,407+46.9% |
| Admin fee / account holder | $147,424 | $17,404+747.1% | $14,586+910.7% | $12,270+1101.5% |