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 | $343,358 | $105,630+225.1% | $87,507+292.4% | $273,961+25.3% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | -7.18% | 12.25%-19.4pp | 12.21%-19.4pp | 41.45%-48.6pp |
| Employer contribution / active EE | $952 | $3,141-69.7% | $2,550-62.6% | $4,869-80.4% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,153 | $4,781-34.1% | $4,221-25.3% | $10,132-68.9% |