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 | $456,593 | $159,602+186.1% | $150,045+204.3% | $142,382+220.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 5.48% | 70.24%-64.8pp | 62.55%-57.1pp | 217.08%-211.6pp |
| Employer contribution / active EE | $4,247 | $4,961-14.4% | $4,693-9.5% | $4,299-1.2% |
| Participant deferral / active EE | $15,590 | $8,310+87.6% | $7,997+94.9% | $6,507+139.6% |
| Admin fee / account holder | $219,170 | $14,846+1376.3% | $13,435+1531.4% | $12,624+1636.2% |