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 | $291,492 | $111,754+160.8% | $103,333+182.1% | $145,922+99.8% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 4.01% | 24.77%-20.8pp | 24.88%-20.9pp | 561.29%-557.3pp |
| Employer contribution / active EE | $2,168 | $4,212-48.5% | $3,868-43.9% | $4,660-53.5% |
| Participant deferral / active EE | $6,760 | $5,619+20.3% | $5,057+33.7% | $6,688+1.1% |
| Admin fee / account holder | $2,914 | $9,750-70.1% | $8,355-65.1% | $13,397-78.2% |