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 | $314,625 | $70,606+345.6% | $53,898+483.7% | $142,382+121.0% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 13.42% | 619.81%-606.4pp | 528.60%-515.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $307 | $1,202-74.4% | $932-67.0% | $4,299-92.9% |
| Participant deferral / active EE | $4,057 | $2,364+71.6% | $1,826+122.1% | $6,507-37.7% |
| Admin fee / account holder | $994 | $2,852-65.2% | $2,491-60.1% | $12,624-92.1% |