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 | $583,369 | $175,202+233.0% | $149,673+289.8% | $139,434+318.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 5.29% | 166.71%-161.4pp | 134.42%-129.1pp | 372.94%-367.7pp |
| Employer contribution / active EE | $2,080 | $5,474-62.0% | $4,818-56.8% | $4,751-56.2% |
| Participant deferral / active EE | $4,550 | $6,519-30.2% | $5,680-19.9% | $6,710-32.2% |
| Admin fee / account holder | $4,464 | $16,150-72.4% | $13,210-66.2% | $11,403-60.9% |