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 7-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 | $319,134 | $81,625+291.0% | $58,482+445.7% | $139,434+128.9% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 6.81% | 7404.20%-7397.4pp | 4239.32%-4232.5pp | 372.94%-366.1pp |
| Employer contribution / active EE | $532 | $1,398-61.9% | $1,053-49.5% | $4,751-88.8% |
| Participant deferral / active EE | $6,724 | $2,557+163.0% | $1,924+249.5% | $6,710+0.2% |
| Admin fee / account holder | $966 | $3,265-70.4% | $2,516-61.6% | $11,403-91.5% |