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 9-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 | $374,685 | $107,334+249.1% | $92,893+303.4% | $152,861+145.1% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 9.73% | 145.58%-135.9pp | 109.41%-99.7pp | 345.32%-335.6pp |
| Employer contribution / active EE | $2,611 | $4,221-38.1% | $3,653-28.5% | $4,762-45.2% |
| Participant deferral / active EE | $9,995 | $4,845+106.3% | $4,236+136.0% | $5,850+70.9% |
| Admin fee / account holder | $3,611 | $7,079-49.0% | $5,794-37.7% | $11,596-68.9% |