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 | $693,150 | $198,466+249.3% | $170,442+306.7% | $147,584+369.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | -0.70% | 257.29%-258.0pp | 205.93%-206.6pp | 578.55%-579.2pp |
| Employer contribution / active EE | $8,731 | $6,184+41.2% | $5,433+60.7% | $4,876+79.1% |
| Participant deferral / active EE | $14,000 | $5,629+148.7% | $4,939+183.4% | $5,439+157.4% |
| Admin fee / account holder | $38,698 | $16,852+129.6% | $13,880+178.8% | $10,885+255.5% |