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 | $2,666,742 | $91,538+2813.2% | $129,995+1951.4% | $75,163+3447.9% |
| Participation rate | 17.6% | 71.4%-53.8pp | 78.5%-60.8pp | 67.2%-49.5pp |
| Annual return | 7.03% | -631.11%+638.1pp | -137.18%+144.2pp | 160.62%-153.6pp |
| Employer contribution / active EE | $8,735 | $2,845+207.0% | $4,320+102.2% | $2,670+227.2% |
| Participant deferral / active EE | $8,503 | $4,341+95.9% | $5,820+46.1% | $4,125+106.1% |
| Admin fee / account holder | $595,939 | $6,790+8676.4% | $10,614+5514.4% | $5,651+10445.9% |