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 | $1,229,058 | $209,411+486.9% | $178,490+588.6% | $158,922+673.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -3.31% | 188.75%-192.1pp | 151.07%-154.4pp | 302.83%-306.1pp |
| Employer contribution / active EE | $35,309 | $5,706+518.8% | $5,011+604.7% | $4,761+641.6% |
| Participant deferral / active EE | $21,957 | $5,954+268.8% | $5,202+322.1% | $5,982+267.0% |
| Admin fee / account holder | $77,339 | $17,074+353.0% | $13,984+453.1% | $11,246+587.7% |