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 | $258,048 | $183,592+40.6% | $155,567+65.9% | $145,959+76.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.09% | 61.24%-55.1pp | 64.74%-58.6pp | 561.95%-555.9pp |
| Employer contribution / active EE | $24,886 | $5,315+368.2% | $4,674+432.4% | $4,661+433.9% |
| Participant deferral / active EE | $4,100 | $6,464-36.6% | $5,628-27.1% | $6,689-38.7% |
| Admin fee / account holder | $1,775 | $19,318-90.8% | $15,916-88.8% | $13,398-86.8% |