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 | $306,841 | $209,411+46.5% | $178,490+71.9% | $158,922+93.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 5.15% | 188.75%-183.6pp | 151.07%-145.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,745 | $5,706-69.4% | $5,011-65.2% | $4,761-63.3% |
| Participant deferral / active EE | $5,550 | $5,954-6.8% | $5,202+6.7% | $5,982-7.2% |
| Admin fee / account holder | $3,402 | $17,074-80.1% | $13,984-75.7% | $11,246-69.8% |