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 | $438,026 | $108,919+302.2% | $100,391+336.3% | $145,922+200.2% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | 8.58% | 57.88%-49.3pp | 49.20%-40.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,200 | $4,419-72.8% | $3,942-69.6% | $4,660-74.2% |
| Participant deferral / active EE | $7,667 | $8,445-9.2% | $8,082-5.1% | $6,688+14.6% |
| Admin fee / account holder | $2,060 | $9,689-78.7% | $7,899-73.9% | $13,397-84.6% |