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 | $250,030 | $210,648+18.7% | $177,989+40.5% | $145,922+71.3% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | -4.34% | 385.86%-390.2pp | 294.48%-298.8pp | 561.29%-565.6pp |
| Employer contribution / active EE | $3,459 | $4,565-24.2% | $3,949-12.4% | $4,660-25.8% |
| Participant deferral / active EE | $11,115 | $6,958+59.8% | $6,276+77.1% | $6,688+66.2% |
| Admin fee / account holder | $60,205 | $12,013+401.2% | $10,363+480.9% | $13,397+349.4% |