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 | $455,046 | $46,553+877.5% | $64,056+610.4% | $75,163+505.4% |
| Participation rate | 0.0% | 65.9%-65.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 9.58% | 26.03%-16.5pp | 33.69%-24.1pp | 160.62%-151.0pp |
| Employer contribution / active EE | $11,467 | $1,974+481.0% | $2,747+317.5% | $2,670+329.5% |
| Participant deferral / active EE | $5,289 | $2,837+86.5% | $3,880+36.3% | $4,125+28.2% |
| Admin fee / account holder | $9,246 | $2,952+213.2% | $3,068+201.4% | $5,651+63.6% |