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 | $505,104 | $154,228+227.5% | $145,433+247.3% | $137,256+268.0% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 7.02% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $3,508 | $4,804-27.0% | $4,554-23.0% | $4,156-15.6% |
| Participant deferral / active EE | $7,746 | $8,216-5.7% | $7,897-1.9% | $6,407+20.9% |
| Admin fee / account holder | $148,138 | $14,344+932.8% | $13,129+1028.3% | $12,270+1107.3% |