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 | $267,039 | $26,549+905.8% | $61,373+335.1% | $66,914+299.1% |
| Participation rate | 4.8% | 38.1%-33.3pp | 52.6%-47.8pp | 69.8%-65.0pp |
| Annual return | -27.68% | -16.21%-11.5pp | 338.61%-366.3pp | 1.58%-29.3pp |
| Employer contribution / active EE | $280 | $651-57.0% | $1,159-75.9% | $2,544-89.0% |
| Participant deferral / active EE | $660 | $1,338-50.7% | $2,125-68.9% | $4,237-84.4% |
| Admin fee / account holder | $45,405 | $409+11012.3% | $2,130+2032.0% | $593+7553.6% |