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 | $388,918 | $48,230+706.4% | $67,502+476.2% | $80,856+381.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 72.9%-72.9pp | 67.6%-67.6pp |
| Annual return | 10.67% | 18.28%-7.6pp | 3512.12%-3501.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,074 | $2,020+2.7% | $2,731-24.1% | $2,755-24.7% |
| Participant deferral / active EE | $3,110 | $2,924+6.4% | $4,000-22.2% | $4,296-27.6% |
| Admin fee / account holder | $27,706 | $3,681+652.6% | $3,998+593.1% | $6,918+300.5% |