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 | $623,805 | $80,968+670.4% | $96,544+546.1% | $75,163+729.9% |
| Participation rate | 0.0% | 71.8%-71.8pp | 76.0%-76.0pp | 67.2%-67.2pp |
| Annual return | 5.69% | 27.06%-21.4pp | 25.84%-20.2pp | 160.62%-154.9pp |
| Employer contribution / active EE | $5,987 | $2,282+162.4% | $2,965+101.9% | $2,670+124.3% |
| Participant deferral / active EE | $3,623 | $3,928-7.8% | $4,851-25.3% | $4,125-12.2% |
| Admin fee / account holder | $211,589 | $6,724+3046.6% | $8,252+2464.0% | $5,651+3644.3% |