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 | $292,404 | $209,336+39.7% | $197,124+48.3% | $137,256+113.0% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 10.85% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $23,426 | $6,591+255.4% | $6,227+276.2% | $4,156+463.7% |
| Participant deferral / active EE | $14,127 | $9,614+46.9% | $9,135+54.7% | $6,407+120.5% |
| Admin fee / account holder | $24,564 | $17,308+41.9% | $16,298+50.7% | $12,270+100.2% |