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 | $468,050 | $167,307+179.8% | $143,757+225.6% | $134,475+248.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -22.96% | 0.46%-23.4pp | -0.04%-22.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,027 | $5,619-63.9% | $4,951-59.1% | $4,740-57.2% |
| Participant deferral / active EE | $4,704 | $6,446-27.0% | $5,637-16.6% | $6,400-26.5% |
| Admin fee / account holder | $4,578 | $18,088-74.7% | $14,673-68.8% | $11,426-59.9% |