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 | $391,310 | $159,602+145.2% | $150,045+160.8% | $142,382+174.8% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 8.04% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,812 | $4,961-63.5% | $4,693-61.4% | $4,299-57.9% |
| Participant deferral / active EE | $7,293 | $8,310-12.2% | $7,997-8.8% | $6,507+12.1% |
| Admin fee / account holder | $1,723 | $14,846-88.4% | $13,435-87.2% | $12,624-86.4% |