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 | $759,415 | $175,202+333.5% | $149,673+407.4% | $139,434+444.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 5.80% | 166.71%-160.9pp | 134.42%-128.6pp | 372.94%-367.1pp |
| Employer contribution / active EE | $10,991 | $5,474+100.8% | $4,818+128.1% | $4,751+131.3% |
| Participant deferral / active EE | $11,513 | $6,519+76.6% | $5,680+102.7% | $6,710+71.6% |
| Admin fee / account holder | $10,562 | $16,150-34.6% | $13,210-20.0% | $11,403-7.4% |