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 | $1,411,161 | $102,604+1275.4% | $86,188+1537.3% | $139,434+912.1% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 3.41% | 1922.51%-1919.1pp | 1168.45%-1165.0pp | 372.94%-369.5pp |
| Employer contribution / active EE | $1,726 | $3,032-43.1% | $2,380-27.5% | $4,751-63.7% |
| Participant deferral / active EE | $4,321 | $4,676-7.6% | $3,985+8.4% | $6,710-35.6% |
| Admin fee / account holder | $50,782 | $8,657+486.6% | $6,852+641.2% | $11,403+345.4% |