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 | $1,986,834 | $175,202+1034.0% | $149,673+1227.5% | $139,434+1324.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 1.88% | 166.71%-164.8pp | 134.42%-132.5pp | 372.94%-371.1pp |
| Employer contribution / active EE | $10,500 | $5,474+91.8% | $4,818+117.9% | $4,751+121.0% |
| Participant deferral / active EE | $2,750 | $6,519-57.8% | $5,680-51.6% | $6,710-59.0% |
| Admin fee / account holder | $1,738 | $16,150-89.2% | $13,210-86.8% | $11,403-84.8% |