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 | $371,851 | $67,984+447.0% | $65,493+467.8% | $74,304+400.4% |
| Participation rate | 39.5% | 66.3%-26.8pp | 73.1%-33.6pp | 60.3%-20.9pp |
| Annual return | 12.22% | 19.87%-7.6pp | 982.45%-970.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,681 | $2,491-32.5% | $2,574-34.7% | $2,241-25.0% |
| Participant deferral / active EE | $4,147 | $3,346+23.9% | $3,961+4.7% | $3,767+10.1% |
| Admin fee / account holder | $2,727 | $1,373+98.6% | $5,028-45.8% | $2,969-8.1% |