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 | $301,018 | $159,901+88.3% | $146,958+104.8% | $145,922+106.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.98% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,712 | $5,286-67.6% | $4,933-65.3% | $4,660-63.3% |
| Participant deferral / active EE | $4,417 | $8,428-47.6% | $8,070-45.3% | $6,688-34.0% |
| Admin fee / account holder | $21,399 | $15,044+42.2% | $12,998+64.6% | $13,397+59.7% |