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 | $413,064 | $89,753+360.2% | $107,525+284.2% | $84,808+387.1% |
| Participation rate | 42.4% | 68.1%-25.7pp | 75.1%-32.7pp | 68.3%-26.0pp |
| Annual return | -14.60% | 29.48%-44.1pp | 181.32%-195.9pp | 40.90%-55.5pp |
| Employer contribution / active EE | $6,063 | $3,113+94.7% | $3,754+61.5% | $2,631+130.4% |
| Participant deferral / active EE | $2,228 | $4,056-45.1% | $5,116-56.5% | $4,212-47.1% |
| Admin fee / account holder | $10,278 | $7,222+42.3% | $8,919+15.2% | $7,344+40.0% |