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 | $365,224 | $95,862+281.0% | $79,550+359.1% | $134,475+171.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -23.35% | -2.69%-20.7pp | 0.16%-23.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $637 | $3,128-79.6% | $2,413-73.6% | $4,740-86.6% |
| Participant deferral / active EE | $10,800 | $4,693+130.1% | $3,985+171.0% | $6,400+68.8% |
| Admin fee / account holder | $1,113 | $9,126-87.8% | $6,832-83.7% | $11,426-90.3% |