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 | $313,174 | $94,625+231.0% | $116,228+169.4% | $84,808+269.3% |
| Participation rate | 64.1% | 70.4%-6.3pp | 74.6%-10.4pp | 68.3%-4.2pp |
| Annual return | 11.83% | 20.40%-8.6pp | 90.06%-78.2pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,676 | $2,347+14.0% | $2,994-10.6% | $2,631+1.7% |
| Participant deferral / active EE | $7,633 | $3,972+92.2% | $4,953+54.1% | $4,212+81.2% |
| Admin fee / account holder | $69,984 | $10,091+593.5% | $11,989+483.7% | $7,344+853.0% |