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 9-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 | $1,098,539 | $65,409+1579.5% | $98,442+1015.9% | $85,850+1179.6% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 7.39% | 21.76%-14.4pp | 1492.73%-1485.3pp | 318.53%-311.1pp |
| Employer contribution / active EE | $587 | $2,168-72.9% | $2,960-80.2% | $2,565-77.1% |
| Participant deferral / active EE | $1,044 | $3,166-67.0% | $4,276-75.6% | $3,952-73.6% |
| Admin fee / account holder | $10,666 | $4,593+132.2% | $5,949+79.3% | $6,260+70.4% |