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 | $1,073,168 | $123,793+766.9% | $177,821+503.5% | $79,858+1243.8% |
| Participation rate | 3.2% | 84.7%-81.4pp | 87.7%-84.5pp | 69.6%-66.4pp |
| Annual return | 7.15% | 22.82%-15.7pp | 48.32%-41.2pp | 31.71%-24.6pp |
| Employer contribution / active EE | $6,086 | $4,095+48.6% | $5,918+2.8% | $2,471+146.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $144,230 | $7,243+1891.4% | $12,427+1060.6% | $5,306+2618.1% |