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 7-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 | $765,686 | $87,013+780.0% | $106,213+620.9% | $80,856+847.0% |
| Participation rate | 43.6% | 70.4%-26.8pp | 75.3%-31.6pp | 67.6%-24.0pp |
| Annual return | -10.79% | 17.05%-27.8pp | 116.14%-126.9pp | 35.59%-46.4pp |
| Employer contribution / active EE | $1,037 | $2,395-56.7% | $3,171-67.3% | $2,755-62.3% |
| Participant deferral / active EE | $4,231 | $3,986+6.2% | $5,016-15.6% | $4,296-1.5% |
| Admin fee / account holder | $1,712 | $8,431-79.7% | $11,033-84.5% | $6,918-75.3% |