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 9-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 | $276,423 | $152,509+81.3% | $117,472+135.3% | $134,475+105.6% |
| Participation rate | 8.3% | 77.1%-68.8pp | 70.6%-62.3pp | 81.2%-72.9pp |
| Annual return | -22.43% | 52.99%-75.4pp | 29.74%-52.2pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,750 | $4,818-63.7% | $4,070-57.0% | $6,400-72.7% |
| Admin fee / account holder | $2,680 | $7,004-61.7% | $5,645-52.5% | $11,426-76.5% |