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 | $270,782 | $138,065+96.1% | $123,544+119.2% | $135,375+100.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -12.67% | 153.68%-166.4pp | 119.20%-131.9pp | 519.73%-532.4pp |
| Employer contribution / active EE | $5,411 | $5,151+5.0% | $4,628+16.9% | $4,779+13.2% |
| Participant deferral / active EE | $8,523 | $6,799+25.3% | $6,426+32.6% | $5,609+52.0% |
| Admin fee / account holder | $14,398 | $10,916+31.9% | $9,284+55.1% | $10,827+33.0% |