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 3-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 | $3,489,764 | $105,126+3219.6% | $94,646+3587.2% | $139,434+2402.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 11.12% | 38.03%-26.9pp | 156.71%-145.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $33,000 | $4,106+703.8% | $3,672+798.7% | $4,751+594.6% |
| Participant deferral / active EE | $3,750 | $7,599-50.7% | $7,418-49.4% | $6,710-44.1% |
| Admin fee / account holder | $33,152 | $8,984+269.0% | $7,231+358.5% | $11,403+190.7% |