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 | $436,362 | $98,750+341.9% | $149,696+191.5% | $79,858+446.4% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.5%-20.2pp | 69.6%-7.3pp |
| Annual return | 9.24% | 27.43%-18.2pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $6,141 | $3,216+90.9% | $4,644+32.2% | $2,471+148.5% |
| Participant deferral / active EE | $8,679 | $5,680+52.8% | $6,842+26.9% | $3,740+132.1% |
| Admin fee / account holder | $47,494 | $6,053+684.7% | $9,309+410.2% | $5,306+795.1% |