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 | $265,358 | $114,381+132.0% | $107,525+146.8% | $142,382+86.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 4.30% | 242.71%-238.4pp | 181.32%-177.0pp | 217.08%-212.8pp |
| Employer contribution / active EE | $7,400 | $4,015+84.3% | $3,754+97.1% | $4,299+72.1% |
| Participant deferral / active EE | $2,467 | $5,564-55.7% | $5,116-51.8% | $6,507-62.1% |
| Admin fee / account holder | $3,136 | $9,860-68.2% | $8,919-64.8% | $12,624-75.2% |