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 | $648,818 | $88,594+632.3% | $70,092+825.7% | $134,475+382.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -22.25% | 442.67%-464.9pp | 190.73%-213.0pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,342 | $3,233-27.6% | $2,559-8.5% | $4,740-50.6% |
| Participant deferral / active EE | $11,756 | $4,772+146.4% | $3,849+205.5% | $6,400+83.7% |
| Admin fee / account holder | $1,704 | $10,441-83.7% | $6,267-72.8% | $11,426-85.1% |