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 | $1,002,408 | $190,805+425.4% | $159,960+526.7% | $134,475+645.4% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -22.63% | 552.23%-574.9pp | 408.60%-431.2pp | 417.96%-440.6pp |
| Employer contribution / active EE | $24,886 | $4,995+398.2% | $4,226+488.9% | $4,740+425.1% |
| Participant deferral / active EE | $8,667 | $6,923+25.2% | $6,182+40.2% | $6,400+35.4% |
| Admin fee / account holder | $10,741 | $10,471+2.6% | $8,698+23.5% | $11,426-6.0% |