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 9-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 | $2,576,283 | $202,318+1173.4% | $172,739+1391.4% | $152,861+1585.4% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 10.76% | 1029.65%-1018.9pp | 802.84%-792.1pp | 345.32%-334.6pp |
| Employer contribution / active EE | $11,636 | $5,856+98.7% | $5,143+126.3% | $4,762+144.3% |
| Participant deferral / active EE | $13,426 | $5,948+125.7% | $5,198+158.3% | $5,850+129.5% |
| Admin fee / account holder | $723,525 | $17,109+4129.0% | $13,954+5085.1% | $11,596+6139.2% |