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 | $258,734 | $96,305+168.7% | $80,569+221.1% | $139,434+85.6% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 8.49% | 1350.08%-1341.6pp | 935.43%-926.9pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,195 | $3,262-63.4% | $2,723-56.1% | $4,751-74.9% |
| Participant deferral / active EE | $8,049 | $5,232+53.8% | $4,447+81.0% | $6,710+20.0% |
| Admin fee / account holder | $2,569 | $6,599-61.1% | $5,377-52.2% | $11,403-77.5% |