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 | $274,637 | $148,534+84.9% | $135,903+102.1% | $139,434+97.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 10.50% | 79.19%-68.7pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $8,095 | $5,243+54.4% | $4,856+66.7% | $4,751+70.4% |
| Participant deferral / active EE | $22,500 | $8,100+177.8% | $7,758+190.0% | $6,710+235.3% |
| Admin fee / account holder | $15,128 | $12,400+22.0% | $10,762+40.6% | $11,403+32.7% |