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 | $413,488 | $106,890+286.8% | $84,015+392.2% | $152,861+170.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | -2.19% | 104.99%-107.2pp | 71.31%-73.5pp | 345.32%-347.5pp |
| Employer contribution / active EE | $1,699 | $2,734-37.9% | $1,983-14.3% | $4,762-64.3% |
| Participant deferral / active EE | $4,999 | $4,011+24.6% | $3,239+54.4% | $5,850-14.5% |
| Admin fee / account holder | $7,725 | $8,285-6.8% | $6,101+26.6% | $11,596-33.4% |