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 | $716,310 | $98,240+629.1% | $82,313+770.2% | $147,584+385.4% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | -3.46% | 30.85%-34.3pp | 25.88%-29.3pp | 578.55%-582.0pp |
| Employer contribution / active EE | $13,071 | $3,192+309.5% | $2,428+438.3% | $4,876+168.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,914 | $8,563+50.8% | $5,608+130.3% | $10,885+18.6% |