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 | $300,246 | $64,707+364.0% | $112,228+167.5% | $68,494+338.4% |
| Participation rate | 62.1% | 67.2%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -22.17% | -11.40%-10.8pp | 27.45%-49.6pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,544 | $2,746-7.4% | $3,635-30.0% | $2,596-2.0% |
| Participant deferral / active EE | $5,769 | $3,565+61.8% | $4,728+22.0% | $4,027+43.3% |
| Admin fee / account holder | $1,814 | $5,232-65.3% | $6,410-71.7% | $5,403-66.4% |