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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,508 | $65,561+526.1% | $86,188+376.3% | $75,163+446.2% |
| Participation rate | 15.4% | 60.5%-45.1pp | 69.0%-53.6pp | 67.2%-51.8pp |
| Annual return | 22.71% | 46.05%-23.3pp | 1168.45%-1145.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $548 | $1,553-64.7% | $2,380-77.0% | $2,670-79.5% |
| Participant deferral / active EE | $2,684 | $3,024-11.2% | $3,985-32.7% | $4,125-34.9% |
| Admin fee / account holder | $1,427 | $5,474-73.9% | $6,852-79.2% | $5,651-74.7% |