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 | $1,622,666 | $111,754+1352.0% | $103,333+1470.3% | $145,922+1012.0% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 4.33% | 24.77%-20.4pp | 24.88%-20.5pp | 561.29%-557.0pp |
| Employer contribution / active EE | $11,031 | $4,212+161.9% | $3,868+185.2% | $4,660+136.7% |
| Participant deferral / active EE | $10,900 | $5,619+94.0% | $5,057+115.5% | $6,688+63.0% |
| Admin fee / account holder | $2,693 | $9,750-72.4% | $8,355-67.8% | $13,397-79.9% |