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 | $283,857 | $91,190+211.3% | $178,490+59.0% | $79,858+255.5% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 3.05% | 24.19%-21.1pp | 151.07%-148.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $7,783 | $3,256+139.1% | $5,011+55.3% | $2,471+215.0% |
| Participant deferral / active EE | $6,243 | $3,236+92.9% | $5,202+20.0% | $3,740+66.9% |
| Admin fee / account holder | $150,675 | $6,751+2131.9% | $13,984+977.5% | $5,306+2739.6% |