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 | $293,389 | $117,983+148.7% | $101,794+188.2% | $142,382+106.1% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.2%-53.8pp | 80.1%-64.7pp |
| Annual return | -24.32% | 36.92%-61.2pp | 30.53%-54.8pp | 217.08%-241.4pp |
| Employer contribution / active EE | $747 | $2,773-73.0% | $2,289-67.3% | $4,299-82.6% |
| Participant deferral / active EE | $1,733 | $4,714-63.2% | $4,084-57.6% | $6,507-73.4% |
| Admin fee / account holder | $142,757 | $10,433+1268.3% | $8,777+1526.5% | $12,624+1030.9% |