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 | $476,037 | $148,534+220.5% | $135,903+250.3% | $139,434+241.4% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 11.13% | 79.19%-68.1pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,996 | $5,243-23.8% | $4,856-17.7% | $4,751-15.9% |
| Participant deferral / active EE | $9,047 | $8,100+11.7% | $7,758+16.6% | $6,710+34.8% |
| Admin fee / account holder | $84,536 | $12,400+581.8% | $10,762+685.5% | $11,403+641.4% |