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 | $256,355 | $159,901+60.3% | $146,958+74.4% | $145,922+75.7% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | -84.22% | 98.13%-182.4pp | 418.34%-502.6pp | 561.29%-645.5pp |
| Employer contribution / active EE | $20,942 | $5,286+296.2% | $4,933+324.5% | $4,660+349.4% |
| Participant deferral / active EE | $20,124 | $8,428+138.8% | $8,070+149.4% | $6,688+200.9% |
| Admin fee / account holder | $96,252 | $15,044+539.8% | $12,998+640.5% | $13,397+618.5% |