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 | $352,968 | $109,817+221.4% | $98,442+258.6% | $167,490+110.7% |
| Participation rate | 57.9% | 75.8%-17.9pp | 73.3%-15.4pp | 82.1%-24.2pp |
| Annual return | 12.33% | 1956.69%-1944.4pp | 1492.73%-1480.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,591 | $3,224-50.7% | $2,960-46.3% | $4,837-67.1% |
| Participant deferral / active EE | $5,914 | $4,673+26.5% | $4,276+38.3% | $6,341-6.7% |
| Admin fee / account holder | $82,836 | $6,753+1126.7% | $5,949+1292.4% | $12,309+573.0% |