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 | $376,950 | $102,604+267.4% | $86,188+337.4% | $139,434+170.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 7.41% | 1922.51%-1915.1pp | 1168.45%-1161.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,919 | $3,032-36.7% | $2,380-19.4% | $4,751-59.6% |
| Participant deferral / active EE | $4,197 | $4,676-10.2% | $3,985+5.3% | $6,710-37.4% |
| Admin fee / account holder | $8,191 | $8,657-5.4% | $6,852+19.5% | $11,403-28.2% |