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 8-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 | $345,601 | $102,317+237.8% | $146,958+135.2% | $80,856+327.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 10.83% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,156 | $3,713-15.0% | $4,933-36.0% | $2,755+14.6% |
| Participant deferral / active EE | $9,452 | $6,644+42.3% | $8,070+17.1% | $4,296+120.0% |
| Admin fee / account holder | $35,075 | $7,941+341.7% | $12,998+169.8% | $6,918+407.0% |