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 | $486,679 | $148,534+227.7% | $135,903+258.1% | $139,434+249.0% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 9.04% | 79.19%-70.2pp | 68.23%-59.2pp | 372.94%-363.9pp |
| Employer contribution / active EE | $3,024 | $5,243-42.3% | $4,856-37.7% | $4,751-36.4% |
| Participant deferral / active EE | $9,812 | $8,100+21.1% | $7,758+26.5% | $6,710+46.2% |
| Admin fee / account holder | $17,539 | $12,400+41.4% | $10,762+63.0% | $11,403+53.8% |