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 | $452,290 | $71,883+529.2% | $86,677+421.8% | $68,494+560.3% |
| Participation rate | 38.8% | 72.2%-33.5pp | 76.6%-37.8pp | 67.9%-29.1pp |
| Annual return | -19.18% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,079 | $2,173-4.3% | $2,836-26.7% | $2,596-19.9% |
| Participant deferral / active EE | $6,387 | $3,779+69.0% | $4,656+37.2% | $4,027+58.6% |
| Admin fee / account holder | $9,698 | $6,112+58.7% | $7,493+29.4% | $5,403+79.5% |