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 | $461,308 | $148,534+210.6% | $135,903+239.4% | $139,434+230.8% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 11.93% | 79.19%-67.3pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $15,937 | $5,243+204.0% | $4,856+228.2% | $4,751+235.5% |
| Participant deferral / active EE | $4,204 | $8,100-48.1% | $7,758-45.8% | $6,710-37.3% |
| Admin fee / account holder | $155,661 | $12,400+1155.4% | $10,762+1346.4% | $11,403+1265.2% |