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 | $387,398 | $209,411+85.0% | $178,490+117.0% | $158,922+143.8% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | -8.04% | 188.75%-196.8pp | 151.07%-159.1pp | 302.83%-310.9pp |
| Employer contribution / active EE | $8,902 | $5,706+56.0% | $5,011+77.7% | $4,761+87.0% |
| Participant deferral / active EE | $6,412 | $5,954+7.7% | $5,202+23.3% | $5,982+7.2% |
| Admin fee / account holder | $199,537 | $17,074+1068.6% | $13,984+1326.9% | $11,246+1674.3% |