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 | $395,166 | $99,985+295.2% | $146,665+169.4% | $85,850+360.3% |
| Participation rate | 62.5% | 73.1%-10.6pp | 80.1%-17.6pp | 69.3%-6.8pp |
| Annual return | 8.68% | 18.93%-10.2pp | 22.74%-14.1pp | 318.53%-309.8pp |
| Employer contribution / active EE | $3,125 | $2,559+22.1% | $4,136-24.4% | $2,565+21.8% |
| Participant deferral / active EE | $2,177 | $4,006-45.7% | $5,506-60.5% | $3,952-44.9% |
| Admin fee / account holder | $33,880 | $7,702+339.9% | $10,280+229.6% | $6,260+441.2% |