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 | $1,078,836 | $150,440+617.1% | $136,294+691.6% | $147,584+631.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 6.57% | 1049.08%-1042.5pp | 5155.94%-5149.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $3,537 | $5,256-32.7% | $4,695-24.7% | $4,876-27.5% |
| Participant deferral / active EE | $3,972 | $6,630-40.1% | $6,247-36.4% | $5,439-27.0% |
| Admin fee / account holder | $828 | $10,905-92.4% | $9,243-91.0% | $10,885-92.4% |