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 | $351,224 | $159,602+120.1% | $150,045+134.1% | $142,382+146.7% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 10.70% | 70.24%-59.5pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $6,873 | $4,961+38.6% | $4,693+46.5% | $4,299+59.9% |
| Participant deferral / active EE | $8,315 | $8,310+0.1% | $7,997+4.0% | $6,507+27.8% |
| Admin fee / account holder | $179,911 | $14,846+1111.8% | $13,435+1239.1% | $12,624+1325.2% |