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 9-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 | $564,435 | $154,117+266.2% | $129,995+334.2% | $139,434+304.8% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 2.61% | 32.48%-29.9pp | -137.18%+139.8pp | 372.94%-370.3pp |
| Employer contribution / active EE | $9,394 | $5,289+77.6% | $4,320+117.5% | $4,751+97.7% |
| Participant deferral / active EE | $9,759 | $6,710+45.4% | $5,820+67.7% | $6,710+45.4% |
| Admin fee / account holder | $3,921 | $14,007-72.0% | $10,614-63.1% | $11,403-65.6% |