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 | $1,777,975 | $165,335+975.4% | $149,696+1087.7% | $158,922+1018.8% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 3.41% | 348.15%-344.7pp | 276.60%-273.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $5,107 | $5,103+0.1% | $4,644+10.0% | $4,761+7.3% |
| Participant deferral / active EE | $4,718 | $7,181-34.3% | $6,842-31.0% | $5,982-21.1% |
| Admin fee / account holder | $66,454 | $10,807+514.9% | $9,309+613.9% | $11,246+490.9% |