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 9-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 | $846,026 | $177,572+376.4% | $154,803+446.5% | $142,382+494.2% |
| Participation rate | 22.2% | 82.1%-59.8pp | 78.1%-55.8pp | 80.1%-57.9pp |
| Annual return | 4.31% | 65.07%-60.8pp | 58.88%-54.6pp | 217.08%-212.8pp |
| Employer contribution / active EE | $4,797 | $4,810-0.3% | $4,305+11.4% | $4,299+11.6% |
| Participant deferral / active EE | $2,180 | $6,272-65.2% | $5,540-60.7% | $6,507-66.5% |
| Admin fee / account holder | $13,252 | $16,786-21.1% | $14,329-7.5% | $12,624+5.0% |