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 | $927,144 | $72,071+1186.4% | $68,368+1256.1% | $137,256+575.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 11.67% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,500 | $2,788-10.3% | $2,649-5.6% | $4,156-39.8% |
| Participant deferral / active EE | $4,297 | $4,410-2.6% | $4,123+4.2% | $6,407-32.9% |
| Admin fee / account holder | $11,680 | $5,336+118.9% | $5,150+126.8% | $12,270-4.8% |