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 9-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 | $304,315 | $96,635+214.9% | $86,612+251.4% | $139,434+118.3% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | -0.23% | 106.41%-106.6pp | 591.07%-591.3pp | 372.94%-373.2pp |
| Employer contribution / active EE | $1,744 | $3,263-46.6% | $3,022-42.3% | $4,751-63.3% |
| Participant deferral / active EE | $4,323 | $4,836-10.6% | $4,438-2.6% | $6,710-35.6% |
| Admin fee / account holder | $2,163 | $6,408-66.2% | $5,614-61.5% | $11,403-81.0% |