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 | $394,357 | $183,519+114.9% | $155,509+153.6% | $145,922+170.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.83% | 61.17%-54.3pp | 64.67%-57.8pp | 561.29%-554.5pp |
| Employer contribution / active EE | $4,237 | $5,313-20.3% | $4,672-9.3% | $4,660-9.1% |
| Participant deferral / active EE | $17,147 | $6,462+165.3% | $5,626+204.8% | $6,688+156.4% |
| Admin fee / account holder | $3,960 | $19,313-79.5% | $15,912-75.1% | $13,397-70.4% |