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 | $252,889 | $175,202+44.3% | $149,673+69.0% | $139,434+81.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -2.63% | 166.71%-169.3pp | 134.42%-137.0pp | 372.94%-375.6pp |
| Employer contribution / active EE | $2,402 | $5,474-56.1% | $4,818-50.2% | $4,751-49.5% |
| Participant deferral / active EE | $6,900 | $6,519+5.8% | $5,680+21.5% | $6,710+2.8% |
| Admin fee / account holder | $2,793 | $16,150-82.7% | $13,210-78.9% | $11,403-75.5% |