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 | $288,195 | $81,625+253.1% | $167,512+72.0% | $74,304+287.9% |
| Participation rate | 53.0% | 60.0%-7.0pp | 77.1%-24.0pp | 60.3%-7.3pp |
| Annual return | 16.84% | 26.09%-9.2pp | 1615.79%-1598.9pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,000 | $2,010-0.5% | $3,882-48.5% | $2,241-10.8% |
| Participant deferral / active EE | $5,135 | $4,115+24.8% | $6,405-19.8% | $3,767+36.3% |
| Admin fee / account holder | $16,954 | $3,474+388.0% | $9,769+73.6% | $2,969+471.1% |