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 | $547,920 | $99,918+448.4% | $81,382+573.3% | $145,922+275.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 2.56% | 34.32%-31.8pp | 24.73%-22.2pp | 561.29%-558.7pp |
| Employer contribution / active EE | $3,562 | $2,978+19.6% | $2,463+44.6% | $4,660-23.5% |
| Participant deferral / active EE | $7,818 | $4,605+69.8% | $3,883+101.3% | $6,688+16.9% |
| Admin fee / account holder | $20,577 | $8,212+150.6% | $5,768+256.7% | $13,397+53.6% |