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 | $1,702,557 | $202,318+741.5% | $172,739+885.6% | $152,861+1013.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 7.19% | 1029.65%-1022.5pp | 802.84%-795.7pp | 345.32%-338.1pp |
| Employer contribution / active EE | $14,000 | $5,856+139.1% | $5,143+172.2% | $4,762+194.0% |
| Participant deferral / active EE | $4,875 | $5,948-18.0% | $5,198-6.2% | $5,850-16.7% |
| Admin fee / account holder | $1,245 | $17,109-92.7% | $13,954-91.1% | $11,596-89.3% |