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 | $263,333 | $198,466+32.7% | $170,442+54.5% | $147,584+78.4% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 7.03% | 257.29%-250.3pp | 205.93%-198.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,867 | $6,184-69.8% | $5,433-65.6% | $4,876-61.7% |
| Participant deferral / active EE | $5,101 | $5,629-9.4% | $4,939+3.3% | $5,439-6.2% |
| Admin fee / account holder | $2,417 | $16,852-85.7% | $13,880-82.6% | $10,885-77.8% |