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 | $352,556 | $183,963+91.6% | $162,163+117.4% | $152,861+130.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 3.42% | 150.76%-147.3pp | 115.59%-112.2pp | 345.32%-341.9pp |
| Employer contribution / active EE | $5,167 | $6,371-18.9% | $5,614-8.0% | $4,762+8.5% |
| Participant deferral / active EE | $6,333 | $8,034-21.2% | $7,298-13.2% | $5,850+8.3% |
| Admin fee / account holder | $1,488 | $13,121-88.7% | $10,843-86.3% | $11,596-87.2% |