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 | $641,270 | $214,378+199.1% | $200,582+219.7% | $142,382+350.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 10.24% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $4,268 | $6,841-37.6% | $6,419-33.5% | $4,299-0.7% |
| Participant deferral / active EE | $9,039 | $9,865-8.4% | $9,331-3.1% | $6,507+38.9% |
| Admin fee / account holder | $96,925 | $17,692+447.8% | $16,305+494.5% | $12,624+667.8% |