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 | $595,715 | $118,450+402.9% | $98,439+505.2% | $139,434+327.2% |
| Participation rate | 25.0% | 77.4%-52.4pp | 75.2%-50.2pp | 80.3%-55.3pp |
| Annual return | -7.35% | 18.94%-26.3pp | 21.16%-28.5pp | 372.94%-380.3pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,875 | $5,392-65.2% | $4,738-60.4% | $6,710-72.1% |
| Admin fee / account holder | $2,226 | $14,026-84.1% | $8,948-75.1% | $11,403-80.5% |