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 | $260,445 | $100,754+158.5% | $86,677+200.5% | $134,475+93.7% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -21.35% | 29.04%-50.4pp | 35.91%-57.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,463 | $3,489-0.8% | $2,836+22.1% | $4,740-26.9% |
| Participant deferral / active EE | $4,358 | $5,338-18.4% | $4,656-6.4% | $6,400-31.9% |
| Admin fee / account holder | $1,446 | $10,926-86.8% | $7,493-80.7% | $11,426-87.3% |