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 | $413,984 | $202,318+104.6% | $172,739+139.7% | $152,861+170.8% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.4%-13.2pp |
| Annual return | 10.91% | 1029.65%-1018.7pp | 802.84%-791.9pp | 345.32%-334.4pp |
| Employer contribution / active EE | $5,016 | $5,856-14.3% | $5,143-2.5% | $4,762+5.3% |
| Participant deferral / active EE | $2,797 | $5,948-53.0% | $5,198-46.2% | $5,850-52.2% |
| Admin fee / account holder | $47,424 | $17,109+177.2% | $13,954+239.9% | $11,596+309.0% |