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 | $306,497 | $183,519+67.0% | $155,509+97.1% | $145,922+110.0% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 7.69% | 61.17%-53.5pp | 64.67%-57.0pp | 561.29%-553.6pp |
| Employer contribution / active EE | $5,427 | $5,313+2.2% | $4,672+16.2% | $4,660+16.5% |
| Participant deferral / active EE | $2,091 | $6,462-67.6% | $5,626-62.8% | $6,688-68.7% |
| Admin fee / account holder | $116,012 | $19,313+500.7% | $15,912+629.1% | $13,397+766.0% |