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 | $318,554 | $202,432+57.4% | $169,368+88.1% | $139,434+128.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 8.08% | 531.74%-523.7pp | 405.60%-397.5pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,502 | $4,692-68.0% | $4,013-62.6% | $4,751-68.4% |
| Participant deferral / active EE | $5,369 | $6,938-22.6% | $6,221-13.7% | $6,710-20.0% |
| Admin fee / account holder | $237,184 | $10,708+2115.0% | $9,003+2534.4% | $11,403+1980.1% |