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 | $495,156 | $172,111+187.7% | $150,298+229.4% | $137,256+260.8% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 10.54% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,796 | $4,636-61.3% | $4,154-56.8% | $4,156-56.8% |
| Participant deferral / active EE | $4,614 | $6,166-25.2% | $5,453-15.4% | $6,407-28.0% |
| Admin fee / account holder | $10,599 | $16,471-35.7% | $14,116-24.9% | $12,270-13.6% |