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 7-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 | $258,010 | $129,942+98.6% | $104,294+147.4% | $134,475+91.9% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -33.22% | 42.03%-75.3pp | 24.61%-57.8pp | 417.96%-451.2pp |
| Employer contribution / active EE | $3,120 | $4,184-25.4% | $3,372-7.5% | $4,740-34.2% |
| Participant deferral / active EE | $13,948 | $5,588+149.6% | $4,625+201.6% | $6,400+117.9% |
| Admin fee / account holder | $3,953 | $9,323-57.6% | $7,339-46.1% | $11,426-65.4% |