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 | $263,013 | $95,416+175.6% | $185,823+41.5% | $85,850+206.4% |
| Participation rate | 36.0% | 68.8%-32.8pp | 81.7%-45.7pp | 69.3%-33.3pp |
| Annual return | 9.02% | 23.59%-14.6pp | 122.05%-113.0pp | 318.53%-309.5pp |
| Employer contribution / active EE | $2,878 | $3,314-13.2% | $5,167-44.3% | $2,565+12.2% |
| Participant deferral / active EE | $1,555 | $3,423-54.6% | $5,568-72.1% | $3,952-60.7% |
| Admin fee / account holder | $12,600 | $7,213+74.7% | $16,237-22.4% | $6,260+101.3% |