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 | $309,954 | $83,902+269.4% | $167,512+85.0% | $84,808+265.5% |
| Participation rate | 65.5% | 66.5%-0.9pp | 77.1%-11.5pp | 68.3%-2.8pp |
| Annual return | 14.28% | 91.55%-77.3pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,875 | $2,264+71.2% | $3,882-0.2% | $2,631+47.3% |
| Participant deferral / active EE | $9,530 | $4,442+114.5% | $6,405+48.8% | $4,212+126.3% |
| Admin fee / account holder | $76,667 | $7,915+868.6% | $9,769+684.8% | $7,344+944.0% |