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 | $2,556,336 | $167,484+1426.3% | $151,611+1586.1% | $134,475+1801.0% |
| Participation rate | 18.2% | 88.4%-70.2pp | 87.5%-69.3pp | 81.2%-63.0pp |
| Annual return | -23.83% | 7.80%-31.6pp | 3.33%-27.2pp | 417.96%-441.8pp |
| Employer contribution / active EE | $22,809 | $6,829+234.0% | $6,166+269.9% | $4,740+381.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $221,737 | $13,783+1508.8% | $11,616+1808.9% | $11,426+1840.6% |