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 | $486,182 | $133,922+263.0% | $116,228+318.3% | $142,382+241.5% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.6%-20.7pp | 80.1%-26.3pp |
| Annual return | 15.29% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,188 | $3,446-65.5% | $2,994-60.3% | $4,299-72.4% |
| Participant deferral / active EE | $7,922 | $5,672+39.7% | $4,953+59.9% | $6,507+21.7% |
| Admin fee / account holder | $150,183 | $14,945+904.9% | $11,989+1152.7% | $12,624+1089.7% |