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 | $405,243 | $93,024+335.6% | $77,024+426.1% | $134,475+201.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -24.25% | 62.60%-86.8pp | 42.32%-66.6pp | 417.96%-442.2pp |
| Employer contribution / active EE | $1,222 | $3,418-64.3% | $2,812-56.6% | $4,740-74.2% |
| Participant deferral / active EE | $14,868 | $5,238+183.9% | $4,426+235.9% | $6,400+132.3% |
| Admin fee / account holder | $712 | $6,944-89.7% | $5,425-86.9% | $11,426-93.8% |