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 | $261,964 | $99,985+162.0% | $146,665+78.6% | $85,850+205.1% |
| Participation rate | 63.6% | 73.1%-9.4pp | 80.1%-16.4pp | 69.3%-5.7pp |
| Annual return | 9.02% | 18.93%-9.9pp | 22.74%-13.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $10,096 | $2,559+294.6% | $4,136+144.1% | $2,565+293.6% |
| Participant deferral / active EE | $5,571 | $4,006+39.1% | $5,506+1.2% | $3,952+41.0% |
| Admin fee / account holder | $8,508 | $7,702+10.5% | $10,280-17.2% | $6,260+35.9% |