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 | $740,764 | $153,772+381.7% | $133,980+452.9% | $273,961+170.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 3.01% | 36.51%-33.5pp | 29.30%-26.3pp | 41.45%-38.4pp |
| Employer contribution / active EE | $15,487 | $6,029+156.9% | $5,211+197.2% | $4,869+218.1% |
| Participant deferral / active EE | $8,000 | $6,958+15.0% | $6,282+27.4% | $5,287+51.3% |
| Admin fee / account holder | $564,915 | $11,765+4701.8% | $9,324+5958.6% | $10,132+5475.6% |