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 | $2,076,204 | $69,977+2867.0% | $108,579+1812.2% | $62,891+3201.3% |
| Participation rate | 0.0% | 72.9%-72.9pp | 79.6%-79.6pp | 69.3%-69.3pp |
| Annual return | -0.14% | 10.73%-10.9pp | -51.70%+51.6pp | 20.14%-20.3pp |
| Employer contribution / active EE | $976 | $2,135-54.3% | $3,758-74.0% | $2,281-57.2% |
| Participant deferral / active EE | $5,605 | $3,165+77.1% | $4,311+30.0% | $3,203+75.0% |
| Admin fee / account holder | $553,422 | $5,076+10801.7% | $7,645+7139.1% | $4,296+12783.5% |