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 | $268,348 | $65,561+309.3% | $86,188+211.4% | $75,163+257.0% |
| Participation rate | 56.7% | 60.5%-3.8pp | 69.0%-12.3pp | 67.2%-10.5pp |
| Annual return | 9.82% | 46.05%-36.2pp | 1168.45%-1158.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $6,267 | $1,553+303.7% | $2,380+163.3% | $2,670+134.8% |
| Participant deferral / active EE | $2,571 | $3,024-15.0% | $3,985-35.5% | $4,125-37.7% |
| Admin fee / account holder | $46,297 | $5,474+745.7% | $6,852+575.7% | $5,651+719.3% |