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 | $528,263 | $165,335+219.5% | $149,696+252.9% | $158,922+232.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 5.05% | 348.15%-343.1pp | 276.60%-271.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $16,167 | $5,103+216.8% | $4,644+248.1% | $4,761+239.6% |
| Participant deferral / active EE | $16,167 | $7,181+125.1% | $6,842+136.3% | $5,982+170.2% |
| Admin fee / account holder | $19,292 | $10,807+78.5% | $9,309+107.2% | $11,246+71.5% |