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 | $422,878 | $198,466+113.1% | $170,442+148.1% | $147,584+186.5% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 8.07% | 257.29%-249.2pp | 205.93%-197.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $8,000 | $6,184+29.4% | $5,433+47.3% | $4,876+64.1% |
| Participant deferral / active EE | $2,500 | $5,629-55.6% | $4,939-49.4% | $5,439-54.0% |
| Admin fee / account holder | $3,690 | $16,852-78.1% | $13,880-73.4% | $10,885-66.1% |