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 | $694,936 | $150,440+361.9% | $136,294+409.9% | $147,584+370.9% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 6.87% | 1049.08%-1042.2pp | 5155.94%-5149.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $3,121 | $5,256-40.6% | $4,695-33.5% | $4,876-36.0% |
| Participant deferral / active EE | $6,600 | $6,630-0.5% | $6,247+5.6% | $5,439+21.4% |
| Admin fee / account holder | $7,422 | $10,905-31.9% | $9,243-19.7% | $10,885-31.8% |