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 | $1,172,776 | $157,256+645.8% | $141,162+730.8% | $152,861+667.2% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 5.22% | 64.32%-59.1pp | 71.39%-66.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $3,576 | $5,261-32.0% | $4,735-24.5% | $4,762-24.9% |
| Participant deferral / active EE | $4,623 | $7,109-35.0% | $6,709-31.1% | $5,850-21.0% |
| Admin fee / account holder | $49,144 | $12,120+305.5% | $10,261+378.9% | $11,596+323.8% |