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 | $554,230 | $109,413+406.5% | $156,263+254.7% | $84,808+553.5% |
| Participation rate | 43.3% | 72.7%-29.4pp | 78.9%-35.6pp | 68.3%-25.0pp |
| Annual return | 12.45% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,176 | $2,907+9.3% | $4,333-26.7% | $2,631+20.7% |
| Participant deferral / active EE | $6,072 | $4,590+32.3% | $6,158-1.4% | $4,212+44.2% |
| Admin fee / account holder | $26,432 | $9,357+182.5% | $14,255+85.4% | $7,344+259.9% |