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 | $271,415 | $109,413+148.1% | $156,263+73.7% | $84,808+220.0% |
| Participation rate | 67.9% | 72.7%-4.8pp | 78.9%-11.1pp | 68.3%-0.5pp |
| Annual return | 12.08% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,343 | $2,907+15.0% | $4,333-22.8% | $2,631+27.1% |
| Participant deferral / active EE | $8,687 | $4,590+89.3% | $6,158+41.1% | $4,212+106.3% |
| Admin fee / account holder | $6,170 | $9,357-34.1% | $14,255-56.7% | $7,344-16.0% |