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 | $393,529 | $64,839+506.9% | $95,585+311.7% | $84,808+364.0% |
| Participation rate | 57.9% | 63.8%-5.9pp | 72.1%-14.2pp | 68.3%-10.4pp |
| Annual return | 11.87% | -670.96%+682.8pp | 38.56%-26.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $3,952 | $1,759+124.7% | $2,527+56.4% | $2,631+50.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,816 | $5,964+98.1% | $6,127+92.8% | $7,344+60.9% |