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 | $334,004 | $178,174+87.5% | $156,181+113.9% | $137,256+143.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 9.93% | 84.19%-74.3pp | 64.87%-54.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $14,115 | $4,972+183.9% | $4,294+228.7% | $4,156+239.6% |
| Participant deferral / active EE | $6,600 | $6,888-4.2% | $6,132+7.6% | $6,407+3.0% |
| Admin fee / account holder | $19,077 | $17,404+9.6% | $14,586+30.8% | $12,270+55.5% |