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 | $1,118,129 | $179,726+522.1% | $156,263+615.5% | $142,382+685.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 7.10% | 77.86%-70.8pp | 59.47%-52.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $3,657 | $5,069-27.9% | $4,333-15.6% | $4,299-14.9% |
| Participant deferral / active EE | $10,098 | $6,956+45.2% | $6,158+64.0% | $6,507+55.2% |
| Admin fee / account holder | $4,529 | $17,272-73.8% | $14,255-68.2% | $12,624-64.1% |