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 | $282,547 | $162,781+73.6% | $133,956+110.9% | $158,922+77.8% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | -5.99% | 41.94%-47.9pp | 45.09%-51.1pp | 302.83%-308.8pp |
| Employer contribution / active EE | $1,154 | $4,975-76.8% | $3,919-70.5% | $4,761-75.8% |
| Participant deferral / active EE | $4,095 | $5,911-30.7% | $5,048-18.9% | $5,982-31.5% |
| Admin fee / account holder | $790 | $11,736-93.3% | $8,927-91.2% | $11,246-93.0% |