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 | $512,344 | $172,111+197.7% | $150,298+240.9% | $137,256+273.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 8.26% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,340 | $4,636-49.5% | $4,154-43.7% | $4,156-43.7% |
| Participant deferral / active EE | $17,481 | $6,166+183.5% | $5,453+220.6% | $6,407+172.8% |
| Admin fee / account holder | $7,352 | $16,471-55.4% | $14,116-47.9% | $12,270-40.1% |