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 | $288,960 | $106,515+171.3% | $96,683+198.9% | $139,434+107.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.32% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,768 | $4,103-56.9% | $3,737-52.7% | $4,751-62.8% |
| Participant deferral / active EE | $10,400 | $5,454+90.7% | $4,878+113.2% | $6,710+55.0% |
| Admin fee / account holder | $146,826 | $7,877+1764.0% | $6,730+2081.8% | $11,403+1187.7% |