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 | $401,576 | $142,344+182.1% | $119,609+235.7% | $134,475+198.6% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.3%-59.3pp | 81.2%-61.2pp |
| Annual return | -20.28% | -12.44%-7.8pp | -14.97%-5.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,104 | $5,222-78.9% | $4,232-73.9% | $4,740-76.7% |
| Participant deferral / active EE | $4,750 | $6,469-26.6% | $5,602-15.2% | $6,400-25.8% |
| Admin fee / account holder | $1,743 | $13,584-87.2% | $10,323-83.1% | $11,426-84.7% |