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 8-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 | $374,984 | $90,348+315.0% | $75,972+393.6% | $145,922+157.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 6.27% | 620.88%-614.6pp | 359.55%-353.3pp | 561.29%-555.0pp |
| Employer contribution / active EE | $3,690 | $3,311+11.4% | $2,685+37.4% | $4,660-20.8% |
| Participant deferral / active EE | $15,454 | $5,162+199.4% | $4,255+263.2% | $6,688+131.1% |
| Admin fee / account holder | $3,946 | $8,467-53.4% | $6,467-39.0% | $13,397-70.5% |