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 | $374,144 | $109,982+240.2% | $97,226+284.8% | $145,922+156.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 12.07% | 242.90%-230.8pp | 75.13%-63.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,584 | $3,084-48.6% | $2,729-41.9% | $4,660-66.0% |
| Participant deferral / active EE | $3,984 | $4,676-14.8% | $4,264-6.6% | $6,688-40.4% |
| Admin fee / account holder | $118,002 | $6,221+1797.0% | $5,654+1987.2% | $13,397+780.8% |