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 | $286,867 | $197,591+45.2% | $177,821+61.3% | $158,922+80.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | -3.36% | 58.76%-62.1pp | 48.32%-51.7pp | 302.83%-306.2pp |
| Employer contribution / active EE | $2,308 | $6,697-65.5% | $5,918-61.0% | $4,761-51.5% |
| Participant deferral / active EE | $6,416 | $8,405-23.7% | $7,714-16.8% | $5,982+7.3% |
| Admin fee / account holder | $1,086 | $15,399-92.9% | $12,427-91.3% | $11,246-90.3% |