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 | $465,796 | $180,749+157.7% | $160,784+189.7% | $137,256+239.4% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.0%-21.4pp | 80.0%-24.4pp |
| Annual return | 23.59% | 2234.46%-2210.9pp | 1803.92%-1780.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $810 | $4,155-80.5% | $3,733-78.3% | $4,156-80.5% |
| Participant deferral / active EE | $3,047 | $6,844-55.5% | $6,293-51.6% | $6,407-52.4% |
| Admin fee / account holder | $1,424 | $10,397-86.3% | $9,717-85.3% | $12,270-88.4% |