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 | $419,116 | $99,640+320.6% | $86,436+384.9% | $134,475+211.7% |
| Participation rate | 55.6% | 82.0%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -23.70% | 6782.58%-6806.3pp | 4394.89%-4418.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,385 | $7,246+84.7% | $6,952+92.5% | $6,400+109.1% |
| Admin fee / account holder | $30,623 | $8,371+265.8% | $6,731+354.9% | $11,426+168.0% |