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 | $684,918 | $92,703+638.8% | $82,719+728.0% | $134,475+409.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -24.27% | 944.92%-969.2pp | 701.18%-725.4pp | 417.96%-442.2pp |
| Employer contribution / active EE | $424 | $3,274-87.1% | $3,009-85.9% | $4,740-91.1% |
| Participant deferral / active EE | $5,978 | $4,802+24.5% | $4,395+36.0% | $6,400-6.6% |
| Admin fee / account holder | $3,838 | $5,983-35.9% | $5,329-28.0% | $11,426-66.4% |