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 | $265,483 | $133,922+98.2% | $116,228+128.4% | $142,382+86.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 2.53% | 147.76%-145.2pp | 90.06%-87.5pp | 217.08%-214.5pp |
| Employer contribution / active EE | $5,029 | $3,446+46.0% | $2,994+68.0% | $4,299+17.0% |
| Participant deferral / active EE | $5,700 | $5,672+0.5% | $4,953+15.1% | $6,507-12.4% |
| Admin fee / account holder | $362 | $14,945-97.6% | $11,989-97.0% | $12,624-97.1% |