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 | $1,017,752 | $72,071+1312.1% | $68,368+1388.6% | $137,256+641.5% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 12.29% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $22,975 | $2,788+724.1% | $2,649+767.3% | $4,156+452.8% |
| Participant deferral / active EE | $7,500 | $4,410+70.1% | $4,123+81.9% | $6,407+17.1% |
| Admin fee / account holder | $9,351 | $5,336+75.3% | $5,150+81.6% | $12,270-23.8% |