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 | $542,929 | $211,958+156.1% | $169,463+220.4% | $135,375+301.1% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -10.94% | 3.26%-14.2pp | 1.83%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $4,768 | $5,120-6.9% | $4,159+14.6% | $4,779-0.2% |
| Participant deferral / active EE | $5,836 | $6,075-3.9% | $5,277+10.6% | $5,609+4.1% |
| Admin fee / account holder | $44,698 | $11,471+289.7% | $9,109+390.7% | $10,827+312.8% |