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 | $382,774 | $106,515+259.4% | $96,683+295.9% | $139,434+174.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 10.29% | 38.43%-28.1pp | 35.69%-25.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $4,194 | $4,103+2.2% | $3,737+12.2% | $4,751-11.7% |
| Participant deferral / active EE | $8,212 | $5,454+50.6% | $4,878+68.3% | $6,710+22.4% |
| Admin fee / account holder | $72,101 | $7,877+815.3% | $6,730+971.4% | $11,403+532.3% |