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 | $259,346 | $217,402+19.3% | $185,823+39.6% | $167,490+54.8% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 6.81% | 148.36%-141.6pp | 122.05%-115.2pp | 478.56%-471.8pp |
| Employer contribution / active EE | $2,545 | $5,873-56.7% | $5,167-50.8% | $4,837-47.4% |
| Participant deferral / active EE | $4,547 | $6,356-28.5% | $5,568-18.3% | $6,341-28.3% |
| Admin fee / account holder | $15,144 | $19,811-23.6% | $16,237-6.7% | $12,309+23.0% |