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 | $329,024 | $93,571+251.6% | $135,903+142.1% | $75,163+337.7% |
| Participation rate | 63.8% | 75.2%-11.4pp | 81.9%-18.1pp | 67.2%-3.4pp |
| Annual return | 13.94% | 30.90%-17.0pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,541 | $3,537-56.4% | $4,856-68.3% | $2,670-42.3% |
| Participant deferral / active EE | $8,327 | $6,404+30.0% | $7,758+7.3% | $4,125+101.9% |
| Admin fee / account holder | $36,345 | $6,975+421.0% | $10,762+237.7% | $5,651+543.2% |