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 | $875,791 | $70,606+1140.4% | $53,898+1524.9% | $142,382+515.1% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | -7.11% | 619.81%-626.9pp | 528.60%-535.7pp | 217.08%-224.2pp |
| Employer contribution / active EE | $4,105 | $1,202+241.5% | $932+340.4% | $4,299-4.5% |
| Participant deferral / active EE | $4,105 | $2,364+73.7% | $1,826+124.8% | $6,507-36.9% |
| Admin fee / account holder | $2,100 | $2,852-26.4% | $2,491-15.7% | $12,624-83.4% |