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 | $279,979 | $109,817+155.0% | $98,442+184.4% | $167,490+67.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 7.61% | 1956.69%-1949.1pp | 1492.73%-1485.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,966 | $3,224-39.0% | $2,960-33.6% | $4,837-59.4% |
| Participant deferral / active EE | $8,138 | $4,673+74.1% | $4,276+90.3% | $6,341+28.3% |
| Admin fee / account holder | $3,062 | $6,753-54.7% | $5,949-48.5% | $12,309-75.1% |