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 | $256,110 | $179,726+42.5% | $156,263+63.9% | $142,382+79.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 9.81% | 77.86%-68.0pp | 59.47%-49.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,931 | $5,069-61.9% | $4,333-55.4% | $4,299-55.1% |
| Participant deferral / active EE | $11,135 | $6,956+60.1% | $6,158+80.8% | $6,507+71.1% |
| Admin fee / account holder | $55,556 | $17,272+221.6% | $14,255+289.7% | $12,624+340.1% |