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 | $534,934 | $217,402+146.1% | $185,823+187.9% | $167,490+219.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 6.32% | 148.36%-142.0pp | 122.05%-115.7pp | 478.56%-472.2pp |
| Employer contribution / active EE | $3,360 | $5,873-42.8% | $5,167-35.0% | $4,837-30.5% |
| Participant deferral / active EE | $8,767 | $6,356+37.9% | $5,568+57.5% | $6,341+38.2% |
| Admin fee / account holder | $20,813 | $19,811+5.1% | $16,237+28.2% | $12,309+69.1% |