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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,724 | $72,071+293.7% | $68,368+315.0% | $137,256+106.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 24.02% | 353.14%-329.1pp | 292.57%-268.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $15,385 | $2,788+451.8% | $2,649+480.8% | $4,156+270.2% |
| Participant deferral / active EE | $11,400 | $4,410+158.5% | $4,123+176.5% | $6,407+77.9% |
| Admin fee / account holder | $2,475 | $5,336-53.6% | $5,150-51.9% | $12,270-79.8% |