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 | $678,118 | $96,305+604.1% | $80,569+741.7% | $139,434+386.3% |
| Participation rate | 12.5% | 73.6%-61.1pp | 67.0%-54.5pp | 80.3%-67.8pp |
| Annual return | 17.82% | 1350.08%-1332.3pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,130 | $3,262-65.4% | $2,723-58.5% | $4,751-76.2% |
| Participant deferral / active EE | $2,813 | $5,232-46.2% | $4,447-36.8% | $6,710-58.1% |
| Admin fee / account holder | $36,249 | $6,599+449.4% | $5,377+574.1% | $11,403+217.9% |