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 | $346,186 | $163,101+112.3% | $136,749+153.2% | $142,382+143.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 2.37% | 27.54%-25.2pp | 24.33%-22.0pp | 217.08%-214.7pp |
| Employer contribution / active EE | $9,873 | $4,117+139.8% | $3,400+190.4% | $4,299+129.7% |
| Participant deferral / active EE | $2,611 | $5,585-53.2% | $4,692-44.4% | $6,507-59.9% |
| Admin fee / account holder | $10,942 | $14,318-23.6% | $11,386-3.9% | $12,624-13.3% |