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 | $488,313 | $117,983+313.9% | $101,794+379.7% | $142,382+243.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 6.81% | 36.92%-30.1pp | 30.53%-23.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $3,203 | $2,773+15.5% | $2,289+39.9% | $4,299-25.5% |
| Participant deferral / active EE | $6,045 | $4,714+28.2% | $4,084+48.0% | $6,507-7.1% |
| Admin fee / account holder | $346,454 | $10,433+3220.6% | $8,777+3847.3% | $12,624+2644.5% |