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 9-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 | $271,407 | $65,561+314.0% | $86,188+214.9% | $75,163+261.1% |
| Participation rate | 51.6% | 60.5%-8.9pp | 69.0%-17.3pp | 67.2%-15.6pp |
| Annual return | 4.37% | 46.05%-41.7pp | 1168.45%-1164.1pp | 160.62%-156.2pp |
| Employer contribution / active EE | $8,099 | $1,553+421.6% | $2,380+240.3% | $2,670+203.4% |
| Participant deferral / active EE | $3,749 | $3,024+24.0% | $3,985-5.9% | $4,125-9.1% |
| Admin fee / account holder | $10,891 | $5,474+99.0% | $6,852+59.0% | $5,651+92.7% |