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 | $1,220,962 | $155,788+683.7% | $124,672+879.3% | $167,490+629.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 7.75% | 17.97%-10.2pp | 5142.93%-5135.2pp | 478.56%-470.8pp |
| Employer contribution / active EE | $34,611 | $4,163+731.4% | $3,324+941.4% | $4,837+615.5% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $994,457 | $9,531+10334.2% | $7,493+13172.2% | $12,309+7979.1% |