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 | $370,502 | $96,305+284.7% | $80,569+359.9% | $139,434+165.7% |
| Participation rate | 36.8% | 73.6%-36.8pp | 67.0%-30.2pp | 80.3%-43.5pp |
| Annual return | 10.38% | 1350.08%-1339.7pp | 935.43%-925.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,712 | $3,262-47.5% | $2,723-37.1% | $4,751-64.0% |
| Participant deferral / active EE | $7,664 | $5,232+46.5% | $4,447+72.3% | $6,710+14.2% |
| Admin fee / account holder | $120,753 | $6,599+1730.0% | $5,377+2145.7% | $11,403+959.0% |