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 | $256,810 | $167,484+53.3% | $151,611+69.4% | $134,475+91.0% |
| Participation rate | 53.3% | 88.4%-35.0pp | 87.5%-34.2pp | 81.2%-27.9pp |
| Annual return | -21.98% | 7.80%-29.8pp | 3.33%-25.3pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,892 | $6,829-43.0% | $6,166-36.9% | $4,740-17.9% |
| Participant deferral / active EE | $8,260 | $8,986-8.1% | $8,363-1.2% | $6,400+29.1% |
| Admin fee / account holder | $5,971 | $13,783-56.7% | $11,616-48.6% | $11,426-47.7% |