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 | $325,863 | $148,534+119.4% | $135,903+139.8% | $139,434+133.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.90% | 79.19%-69.3pp | 68.23%-58.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $8,720 | $5,243+66.3% | $4,856+79.6% | $4,751+83.5% |
| Participant deferral / active EE | $10,688 | $8,100+32.0% | $7,758+37.8% | $6,710+59.3% |
| Admin fee / account holder | $230,808 | $12,400+1761.4% | $10,762+2044.6% | $11,403+1924.2% |