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 | $1,330,066 | $172,111+672.8% | $150,298+785.0% | $137,256+869.0% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 3.03% | 69.37%-66.3pp | 62.79%-59.8pp | 220.34%-217.3pp |
| Employer contribution / active EE | $4,231 | $4,636-8.7% | $4,154+1.9% | $4,156+1.8% |
| Participant deferral / active EE | $5,414 | $6,166-12.2% | $5,453-0.7% | $6,407-15.5% |
| Admin fee / account holder | $9,202 | $16,471-44.1% | $14,116-34.8% | $12,270-25.0% |