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 | $439,681 | $100,773+336.3% | $88,946+394.3% | $142,382+208.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 10.57% | 70.18%-59.6pp | 57.82%-47.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $6,990 | $2,918+139.6% | $2,555+173.6% | $4,299+62.6% |
| Participant deferral / active EE | $6,014 | $5,230+15.0% | $4,581+31.3% | $6,507-7.6% |
| Admin fee / account holder | $53,169 | $9,693+448.5% | $8,261+543.6% | $12,624+321.2% |