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 | $294,825 | $105,860+178.5% | $90,749+224.9% | $134,475+119.2% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -20.81% | -11.01%-9.8pp | -12.16%-8.6pp | 417.96%-438.8pp |
| Employer contribution / active EE | $949 | $3,462-72.6% | $2,921-67.5% | $4,740-80.0% |
| Participant deferral / active EE | $6,328 | $5,216+21.3% | $4,564+38.7% | $6,400-1.1% |
| Admin fee / account holder | $9,354 | $13,938-32.9% | $8,445+10.8% | $11,426-18.1% |