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 | $276,452 | $159,602+73.2% | $150,045+84.2% | $142,382+94.2% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 11.52% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,415 | $4,961-71.5% | $4,693-69.8% | $4,299-67.1% |
| Participant deferral / active EE | $4,095 | $8,310-50.7% | $7,997-48.8% | $6,507-37.1% |
| Admin fee / account holder | $12,101 | $14,846-18.5% | $13,435-9.9% | $12,624-4.1% |