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 | $279,509 | $111,724+150.2% | $93,606+198.6% | $145,922+91.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | -16.50% | 202.98%-219.5pp | 133.20%-149.7pp | 561.29%-577.8pp |
| Employer contribution / active EE | $1,118 | $3,090-63.8% | $2,420-53.8% | $4,660-76.0% |
| Participant deferral / active EE | $1,608 | $4,912-67.3% | $4,411-63.6% | $6,688-76.0% |
| Admin fee / account holder | $899 | $10,250-91.2% | $8,285-89.1% | $13,397-93.3% |