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 | $362,188 | $150,187+141.2% | $120,354+200.9% | $145,922+148.2% |
| Participation rate | 52.9% | 78.8%-25.8pp | 71.9%-19.0pp | 80.3%-27.3pp |
| Annual return | 8.26% | 154.07%-145.8pp | 107.15%-98.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,583 | $4,348-63.6% | $3,463-54.3% | $4,660-66.0% |
| Participant deferral / active EE | $7,193 | $6,173+16.5% | $4,991+44.1% | $6,688+7.6% |
| Admin fee / account holder | $59,413 | $12,207+386.7% | $9,423+530.5% | $13,397+343.5% |