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 | $776,679 | $124,281+524.9% | $109,143+611.6% | $167,490+363.7% |
| Participation rate | 52.9% | 79.4%-26.5pp | 75.9%-22.9pp | 82.1%-29.2pp |
| Annual return | 18.43% | 26.04%-7.6pp | 25.75%-7.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,515 | $4,207-64.0% | $3,722-59.3% | $4,837-68.7% |
| Participant deferral / active EE | $6,679 | $5,255+27.1% | $4,653+43.5% | $6,341+5.3% |
| Admin fee / account holder | $134,127 | $7,970+1582.9% | $6,752+1886.4% | $12,309+989.7% |