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 | $630,326 | $152,587+313.1% | $125,175+403.6% | $152,861+312.4% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 6.27% | 54.84%-48.6pp | 43.79%-37.5pp | 345.32%-339.0pp |
| Employer contribution / active EE | $3,571 | $4,946-27.8% | $3,865-7.6% | $4,762-25.0% |
| Participant deferral / active EE | $8,012 | $5,868+36.5% | $4,937+62.3% | $5,850+37.0% |
| Admin fee / account holder | $151,476 | $13,434+1027.5% | $9,702+1461.3% | $11,596+1206.2% |