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 6-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 | $365,504 | $148,534+146.1% | $135,903+168.9% | $139,434+162.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 10.52% | 79.19%-68.7pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $4,627 | $5,243-11.7% | $4,856-4.7% | $4,751-2.6% |
| Participant deferral / active EE | $6,044 | $8,100-25.4% | $7,758-22.1% | $6,710-9.9% |
| Admin fee / account holder | $18,260 | $12,400+47.3% | $10,762+69.7% | $11,403+60.1% |