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 | $299,126 | $167,484+78.6% | $151,611+97.3% | $134,475+122.4% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.5%-58.9pp | 81.2%-52.7pp |
| Annual return | -21.62% | 7.80%-29.4pp | 3.33%-25.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $9,251 | $6,829+35.5% | $6,166+50.0% | $4,740+95.2% |
| Participant deferral / active EE | $10,243 | $8,986+14.0% | $8,363+22.5% | $6,400+60.1% |
| Admin fee / account holder | $85,760 | $13,783+522.2% | $11,616+638.3% | $11,426+650.6% |