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 | $542,456 | $109,817+394.0% | $98,442+451.0% | $167,490+223.9% |
| Participation rate | 45.5% | 75.8%-30.4pp | 73.3%-27.9pp | 82.1%-36.7pp |
| Annual return | 13.88% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $4,248 | $3,224+31.8% | $2,960+43.5% | $4,837-12.2% |
| Participant deferral / active EE | $10,463 | $4,673+123.9% | $4,276+144.7% | $6,341+65.0% |
| Admin fee / account holder | $167,264 | $6,753+2377.0% | $5,949+2711.5% | $12,309+1258.9% |