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 | $267,550 | $154,228+73.5% | $145,433+84.0% | $137,256+94.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.68% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,178 | $4,804-54.7% | $4,554-52.2% | $4,156-47.6% |
| Participant deferral / active EE | $12,158 | $8,216+48.0% | $7,897+53.9% | $6,407+89.8% |
| Admin fee / account holder | $2,412 | $14,344-83.2% | $13,129-81.6% | $12,270-80.3% |