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 | $276,918 | $73,867+274.9% | $143,757+92.6% | $68,494+304.3% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -20.55% | 1.01%-21.6pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,937 | $3,184+55.0% | $4,951-0.3% | $2,596+90.1% |
| Participant deferral / active EE | $8,437 | $3,384+149.3% | $5,637+49.7% | $4,027+109.5% |
| Admin fee / account holder | $2,339 | $5,755-59.3% | $14,673-84.1% | $5,403-56.7% |