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 | $268,307 | $84,402+217.9% | $61,373+337.2% | $134,475+99.5% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | 14.72% | 584.55%-569.8pp | 338.61%-323.9pp | 417.96%-403.2pp |
| Employer contribution / active EE | $306 | $1,544-80.2% | $1,159-73.6% | $4,740-93.6% |
| Participant deferral / active EE | $2,624 | $2,819-6.9% | $2,125+23.5% | $6,400-59.0% |
| Admin fee / account holder | $102,252 | $2,585+3855.3% | $2,130+4701.3% | $11,426+794.9% |