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 | $395,149 | $114,381+245.5% | $107,525+267.5% | $142,382+177.5% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 5.05% | 242.71%-237.7pp | 181.32%-176.3pp | 217.08%-212.0pp |
| Employer contribution / active EE | $4,283 | $4,015+6.7% | $3,754+14.1% | $4,299-0.4% |
| Participant deferral / active EE | $9,303 | $5,564+67.2% | $5,116+81.9% | $6,507+43.0% |
| Admin fee / account holder | $97,026 | $9,860+884.0% | $8,919+987.9% | $12,624+668.6% |