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 | $10,481,456 | $103,966+9981.6% | $112,887+9184.9% | $75,163+13844.9% |
| Participation rate | 0.0% | 75.7%-75.7pp | 80.5%-80.5pp | 67.2%-67.2pp |
| Annual return | 10.49% | 24.54%-14.0pp | 34.10%-23.6pp | 160.62%-150.1pp |
| Employer contribution / active EE | $11,677 | $3,870+201.7% | $4,563+155.9% | $2,670+337.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,513-100.0% | $4,125-100.0% |
| Admin fee / account holder | $819,191 | $7,663+10589.7% | $7,047+11524.3% | $5,651+14396.6% |