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 | $579,410 | $100,970+473.8% | $96,576+500.0% | $137,256+322.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 5.15% | 38.16%-33.0pp | 38.47%-33.3pp | 220.34%-215.2pp |
| Employer contribution / active EE | $2,157 | $3,809-43.4% | $3,553-39.3% | $4,156-48.1% |
| Participant deferral / active EE | $7,375 | $8,286-11.0% | $7,956-7.3% | $6,407+15.1% |
| Admin fee / account holder | $13,308 | $11,312+17.6% | $11,381+16.9% | $12,270+8.5% |