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 | $265,207 | $159,901+65.9% | $146,958+80.5% | $145,922+81.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | -9.44% | 98.13%-107.6pp | 418.34%-427.8pp | 561.29%-570.7pp |
| Employer contribution / active EE | $20,000 | $5,286+278.4% | $4,933+305.4% | $4,660+329.2% |
| Participant deferral / active EE | $12,167 | $8,428+44.4% | $8,070+50.8% | $6,688+81.9% |
| Admin fee / account holder | $153,540 | $15,044+920.6% | $12,998+1081.2% | $13,397+1046.1% |