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 | $380,797 | $189,613+100.8% | $167,512+127.3% | $142,382+167.4% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 8.77% | 2024.68%-2015.9pp | 1615.79%-1607.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,543 | $4,349-41.5% | $3,882-34.5% | $4,299-40.8% |
| Participant deferral / active EE | $7,361 | $6,981+5.4% | $6,405+14.9% | $6,507+13.1% |
| Admin fee / account holder | $6,910 | $10,528-34.4% | $9,769-29.3% | $12,624-45.3% |