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 | $1,105,439 | $154,228+616.8% | $145,433+660.1% | $137,256+705.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 11.23% | 74.59%-63.4pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $5,450 | $4,804+13.5% | $4,554+19.7% | $4,156+31.1% |
| Participant deferral / active EE | $11,466 | $8,216+39.6% | $7,897+45.2% | $6,407+79.0% |
| Admin fee / account holder | $34,015 | $14,344+137.1% | $13,129+159.1% | $12,270+177.2% |