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 | $727,952 | $102,604+609.5% | $86,188+744.6% | $139,434+422.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 3.47% | 1922.51%-1919.0pp | 1168.45%-1165.0pp | 372.94%-369.5pp |
| Employer contribution / active EE | $1,657 | $3,032-45.4% | $2,380-30.4% | $4,751-65.1% |
| Participant deferral / active EE | $6,750 | $4,676+44.4% | $3,985+69.4% | $6,710+0.6% |
| Admin fee / account holder | $28,325 | $8,657+227.2% | $6,852+313.4% | $11,403+148.4% |