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 | $702,008 | $142,344+393.2% | $119,609+486.9% | $134,475+422.0% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.3%-10.8pp | 81.2%-12.8pp |
| Annual return | -24.57% | -12.44%-12.1pp | -14.97%-9.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $5,837 | $5,222+11.8% | $4,232+37.9% | $4,740+23.2% |
| Participant deferral / active EE | $14,538 | $6,469+124.7% | $5,602+159.5% | $6,400+127.2% |
| Admin fee / account holder | $34,075 | $13,584+150.8% | $10,323+230.1% | $11,426+198.2% |