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 | $256,853 | $51,576+398.0% | $129,207+98.8% | $80,856+217.7% |
| Participation rate | 69.5% | 57.0%+12.5pp | 69.6%-0.1pp | 67.6%+1.9pp |
| Annual return | 11.04% | 20.81%-9.8pp | 9417.33%-9406.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $6,236 | $1,584+293.7% | $4,153+50.1% | $2,755+126.4% |
| Participant deferral / active EE | $11,955 | $2,669+348.0% | $4,168+186.9% | $4,296+178.3% |
| Admin fee / account holder | $2,942 | $4,305-31.7% | $7,715-61.9% | $6,918-57.5% |