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 | $581,189 | $111,754+420.1% | $103,333+462.4% | $145,922+298.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | -4.52% | 24.77%-29.3pp | 24.88%-29.4pp | 561.29%-565.8pp |
| Employer contribution / active EE | $2,808 | $4,212-33.3% | $3,868-27.4% | $4,660-39.7% |
| Participant deferral / active EE | $9,561 | $5,619+70.2% | $5,057+89.1% | $6,688+43.0% |
| Admin fee / account holder | $2,024 | $9,750-79.2% | $8,355-75.8% | $13,397-84.9% |