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 | $438,204 | $64,707+577.2% | $112,228+290.5% | $68,494+539.8% |
| Participation rate | 68.9% | 67.2%+1.7pp | 75.1%-6.2pp | 67.9%+1.0pp |
| Annual return | -20.11% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $4,526 | $2,746+64.8% | $3,635+24.5% | $2,596+74.3% |
| Participant deferral / active EE | $9,457 | $3,565+165.3% | $4,728+100.0% | $4,027+134.8% |
| Admin fee / account holder | $3,777 | $5,232-27.8% | $6,410-41.1% | $5,403-30.1% |