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 | $417,647 | $154,117+171.0% | $129,995+221.3% | $139,434+199.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 16.43% | 32.48%-16.0pp | -137.18%+153.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,130 | $5,289-59.7% | $4,320-50.7% | $4,751-55.2% |
| Participant deferral / active EE | $6,094 | $6,710-9.2% | $5,820+4.7% | $6,710-9.2% |
| Admin fee / account holder | $8,752 | $14,007-37.5% | $10,614-17.5% | $11,403-23.2% |