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 | $713,309 | $162,781+338.2% | $133,956+432.5% | $158,922+348.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 9.11% | 41.94%-32.8pp | 45.09%-36.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $18,750 | $4,975+276.9% | $3,919+378.5% | $4,761+293.8% |
| Participant deferral / active EE | $13,000 | $5,911+119.9% | $5,048+157.5% | $5,982+117.3% |
| Admin fee / account holder | $7,090 | $11,736-39.6% | $8,927-20.6% | $11,246-37.0% |