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 | $625,102 | $150,440+315.5% | $136,294+358.6% | $147,584+323.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 7.83% | 1049.08%-1041.3pp | 5155.94%-5148.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $3,835 | $5,256-27.0% | $4,695-18.3% | $4,876-21.4% |
| Participant deferral / active EE | $7,313 | $6,630+10.3% | $6,247+17.1% | $5,439+34.5% |
| Admin fee / account holder | $1,057 | $10,905-90.3% | $9,243-88.6% | $10,885-90.3% |