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 | $651,043 | $95,862+579.1% | $79,550+718.4% | $134,475+384.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -23.82% | -2.69%-21.1pp | 0.16%-24.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,941 | $3,128-38.0% | $2,413-19.6% | $4,740-59.1% |
| Participant deferral / active EE | $3,531 | $4,693-24.8% | $3,985-11.4% | $6,400-44.8% |
| Admin fee / account holder | $27,699 | $9,126+203.5% | $6,832+305.4% | $11,426+142.4% |