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 | $615,149 | $142,344+332.2% | $119,609+414.3% | $134,475+357.4% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -22.10% | -12.44%-9.7pp | -14.97%-7.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,242 | $5,222-57.1% | $4,232-47.0% | $4,740-52.7% |
| Participant deferral / active EE | $7,274 | $6,469+12.4% | $5,602+29.8% | $6,400+13.7% |
| Admin fee / account holder | $517 | $13,584-96.2% | $10,323-95.0% | $11,426-95.5% |