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 | $295,034 | $175,202+68.4% | $149,673+97.1% | $139,434+111.6% |
| Participation rate | 4.2% | 83.4%-79.2pp | 78.8%-74.6pp | 80.3%-76.2pp |
| Annual return | -11.14% | 166.71%-177.8pp | 134.42%-145.6pp | 372.94%-384.1pp |
| Employer contribution / active EE | $7,732 | $5,474+41.2% | $4,818+60.5% | $4,751+62.8% |
| Participant deferral / active EE | $6,451 | $6,519-1.0% | $5,680+13.6% | $6,710-3.9% |
| Admin fee / account holder | $44,696 | $16,150+176.7% | $13,210+238.4% | $11,403+292.0% |