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 | $327,295 | $160,055+104.5% | $140,016+133.8% | $135,375+141.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -12.21% | 911.38%-923.6pp | 651.12%-663.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $12,190 | $6,420+89.9% | $5,606+117.5% | $4,779+155.1% |
| Participant deferral / active EE | $8,600 | $7,642+12.5% | $6,927+24.1% | $5,609+53.3% |
| Admin fee / account holder | $2,595 | $13,328-80.5% | $10,705-75.8% | $10,827-76.0% |