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 | $393,353 | $74,888+425.3% | $71,209+452.4% | $142,382+176.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 11.69% | 345.14%-333.5pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $14,214 | $2,854+398.0% | $2,721+422.4% | $4,299+230.6% |
| Participant deferral / active EE | $12,349 | $4,454+177.2% | $4,175+195.8% | $6,507+89.8% |
| Admin fee / account holder | $1,318 | $5,568-76.3% | $5,349-75.4% | $12,624-89.6% |