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 | $470,374 | $96,635+386.8% | $86,612+443.1% | $139,434+237.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 9.20% | 106.41%-97.2pp | 591.07%-581.9pp | 372.94%-363.7pp |
| Employer contribution / active EE | $20,985 | $3,263+543.1% | $3,022+594.3% | $4,751+341.7% |
| Participant deferral / active EE | $31,831 | $4,836+558.2% | $4,438+617.3% | $6,710+374.4% |
| Admin fee / account holder | $7,208 | $6,408+12.5% | $5,614+28.4% | $11,403-36.8% |