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 | $262,177 | $209,411+25.2% | $178,490+46.9% | $158,922+65.0% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | -4.72% | 188.75%-193.5pp | 151.07%-155.8pp | 302.83%-307.5pp |
| Employer contribution / active EE | $4,934 | $5,706-13.5% | $5,011-1.5% | $4,761+3.6% |
| Participant deferral / active EE | $4,508 | $5,954-24.3% | $5,202-13.3% | $5,982-24.7% |
| Admin fee / account holder | $2,566 | $17,074-85.0% | $13,984-81.6% | $11,246-77.2% |