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 | $271,409 | $86,929+212.2% | $102,423+165.0% | $80,856+235.7% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 10.38% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,058 | $2,369+71.3% | $3,023+34.2% | $2,755+47.3% |
| Participant deferral / active EE | $8,147 | $4,118+97.8% | $5,053+61.2% | $4,296+89.6% |
| Admin fee / account holder | $23,783 | $8,049+195.5% | $9,451+151.7% | $6,918+243.8% |