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 8-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 | $360,209 | $211,958+69.9% | $169,463+112.6% | $135,375+166.1% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -13.90% | 3.26%-17.2pp | 1.83%-15.7pp | 519.73%-533.6pp |
| Employer contribution / active EE | $4,610 | $5,120-9.9% | $4,159+10.9% | $4,779-3.5% |
| Participant deferral / active EE | $1,028 | $6,075-83.1% | $5,277-80.5% | $5,609-81.7% |
| Admin fee / account holder | $7,727 | $11,471-32.6% | $9,109-15.2% | $10,827-28.6% |