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 | $1,025,789 | $209,832+388.9% | $189,513+441.3% | $167,490+512.4% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 9.01% | 748.27%-739.3pp | 555.15%-546.1pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,236 | $6,914-53.2% | $6,162-47.5% | $4,837-33.1% |
| Participant deferral / active EE | $11,344 | $8,935+27.0% | $8,221+38.0% | $6,341+78.9% |
| Admin fee / account holder | $36,849 | $14,293+157.8% | $12,045+205.9% | $12,309+199.4% |