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 | $275,401 | $148,534+85.4% | $135,903+102.6% | $139,434+97.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | -15.29% | 79.19%-94.5pp | 68.23%-83.5pp | 372.94%-388.2pp |
| Employer contribution / active EE | $2,132 | $5,243-59.3% | $4,856-56.1% | $4,751-55.1% |
| Participant deferral / active EE | $6,928 | $8,100-14.5% | $7,758-10.7% | $6,710+3.2% |
| Admin fee / account holder | $357 | $12,400-97.1% | $10,762-96.7% | $11,403-96.9% |