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 | $287,224 | $177,572+61.8% | $154,803+85.5% | $142,382+101.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 2.83% | 65.07%-62.2pp | 58.88%-56.1pp | 217.08%-214.2pp |
| Employer contribution / active EE | $7,794 | $4,810+62.0% | $4,305+81.0% | $4,299+81.3% |
| Participant deferral / active EE | $7,663 | $6,272+22.2% | $5,540+38.3% | $6,507+17.8% |
| Admin fee / account holder | $2,173 | $16,786-87.1% | $14,329-84.8% | $12,624-82.8% |