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 | $255,649 | $169,032+51.2% | $129,207+97.9% | $145,922+75.2% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 7.52% | 14330.11%-14322.6pp | 9417.33%-9409.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $7,173 | $5,537+29.6% | $4,153+72.7% | $4,660+53.9% |
| Participant deferral / active EE | $16,526 | $4,987+231.4% | $4,168+296.5% | $6,688+147.1% |
| Admin fee / account holder | $79,937 | $9,954+703.0% | $7,715+936.2% | $13,397+496.7% |