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 | $450,157 | $167,484+168.8% | $151,611+196.9% | $134,475+234.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -22.23% | 7.80%-30.0pp | 3.33%-25.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $6,444 | $6,829-5.6% | $6,166+4.5% | $4,740+36.0% |
| Participant deferral / active EE | $13,099 | $8,986+45.8% | $8,363+56.6% | $6,400+104.7% |
| Admin fee / account holder | $1,169 | $13,783-91.5% | $11,616-89.9% | $11,426-89.8% |