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 | $405,912 | $115,770+250.6% | $101,248+300.9% | $158,922+155.4% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 66.52% | 56.14%+10.4pp | 46.47%+20.0pp | 302.83%-236.3pp |
| Employer contribution / active EE | $1,500 | $4,175-64.1% | $3,660-59.0% | $4,761-68.5% |
| Participant deferral / active EE | $6,500 | $4,957+31.1% | $4,370+48.7% | $5,982+8.7% |
| Admin fee / account holder | $5,886 | $7,245-18.8% | $5,945-1.0% | $11,246-47.7% |