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 5-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 | $716,624 | $114,381+526.5% | $107,525+566.5% | $142,382+403.3% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | -10.18% | 242.71%-252.9pp | 181.32%-191.5pp | 217.08%-227.3pp |
| Employer contribution / active EE | $949 | $4,015-76.4% | $3,754-74.7% | $4,299-77.9% |
| Participant deferral / active EE | $2,846 | $5,564-48.8% | $5,116-44.4% | $6,507-56.3% |
| Admin fee / account holder | $760 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |