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 | $521,739 | $117,381+344.5% | $99,443+424.7% | $152,861+241.3% |
| Participation rate | 68.8% | 77.5%-8.8pp | 73.8%-5.1pp | 82.4%-13.7pp |
| Annual return | -6.20% | 31.87%-38.1pp | 30.72%-36.9pp | 345.32%-351.5pp |
| Employer contribution / active EE | $17,187 | $3,013+470.5% | $2,540+576.7% | $4,762+260.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $25,161 | $7,631+229.7% | $6,250+302.5% | $11,596+117.0% |