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 | $1,024,735 | $165,984+517.4% | $164,813+521.8% | $145,922+602.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 7.59% | 100.03%-92.4pp | 69.93%-62.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $3,657 | $5,273-30.7% | $4,341-15.8% | $4,660-21.5% |
| Participant deferral / active EE | $10,031 | $6,959+44.1% | $6,031+66.3% | $6,688+50.0% |
| Admin fee / account holder | $6,002 | $16,648-63.9% | $12,690-52.7% | $13,397-55.2% |