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 5-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 | $459,174 | $176,056+160.8% | $159,436+188.0% | $167,490+174.1% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 7.11% | 331.75%-324.6pp | 263.57%-256.5pp | 478.56%-471.5pp |
| Employer contribution / active EE | $2,667 | $5,297-49.7% | $4,829-44.8% | $4,837-44.9% |
| Participant deferral / active EE | $8,447 | $7,750+9.0% | $7,352+14.9% | $6,341+33.2% |
| Admin fee / account holder | $244,491 | $12,554+1847.5% | $10,799+2164.1% | $12,309+1886.3% |