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 | $495,480 | $217,402+127.9% | $185,823+166.6% | $167,490+195.8% |
| Participation rate | 37.5% | 86.0%-48.5pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 8.06% | 148.36%-140.3pp | 122.05%-114.0pp | 478.56%-470.5pp |
| Employer contribution / active EE | $2,329 | $5,873-60.4% | $5,167-54.9% | $4,837-51.9% |
| Participant deferral / active EE | $8,104 | $6,356+27.5% | $5,568+45.5% | $6,341+27.8% |
| Admin fee / account holder | $2,431 | $19,811-87.7% | $16,237-85.0% | $12,309-80.3% |