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 | $268,839 | $124,281+116.3% | $109,143+146.3% | $167,490+60.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 6.89% | 26.04%-19.1pp | 25.75%-18.9pp | 478.56%-471.7pp |
| Employer contribution / active EE | $2,592 | $4,207-38.4% | $3,722-30.3% | $4,837-46.4% |
| Participant deferral / active EE | $11,192 | $5,255+113.0% | $4,653+140.5% | $6,341+76.5% |
| Admin fee / account holder | $410,863 | $7,970+5055.3% | $6,752+5984.9% | $12,309+3237.9% |