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 | $422,004 | $201,259+109.7% | $184,200+129.1% | $145,959+189.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.25% | 28.98%-22.7pp | 28.80%-22.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $3,983 | $7,018-43.2% | $6,424-38.0% | $4,661-14.5% |
| Participant deferral / active EE | $6,169 | $9,806-37.1% | $9,132-32.4% | $6,689-7.8% |
| Admin fee / account holder | $819 | $16,372-95.0% | $13,907-94.1% | $13,398-93.9% |