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 | $281,279 | $102,553+174.3% | $151,611+85.5% | $66,914+320.4% |
| Participation rate | 65.2% | 85.5%-20.3pp | 87.5%-22.3pp | 69.8%-4.6pp |
| Annual return | -19.72% | -10.82%-8.9pp | 3.33%-23.1pp | 1.58%-21.3pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,279 | $6,641+24.7% | $8,363-1.0% | $4,237+95.4% |
| Admin fee / account holder | $7,426 | $630+1079.1% | $11,616-36.1% | $593+1151.7% |