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 | $354,925 | $102,317+246.9% | $146,958+141.5% | $80,856+339.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 15.44% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,564 | $3,713-57.9% | $4,933-68.3% | $2,755-43.2% |
| Participant deferral / active EE | $4,482 | $6,644-32.5% | $8,070-44.5% | $4,296+4.3% |
| Admin fee / account holder | $60,342 | $7,941+659.9% | $12,998+364.2% | $6,918+772.3% |