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 | $313,754 | $70,428+345.5% | $96,562+224.9% | $85,850+265.5% |
| Participation rate | 39.0% | 61.8%-22.8pp | 69.8%-30.8pp | 69.3%-30.3pp |
| Annual return | 16.74% | 18.59%-1.8pp | 37.78%-21.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,165 | $1,413-17.5% | $2,356-50.5% | $2,565-54.6% |
| Participant deferral / active EE | $2,928 | $2,894+1.2% | $3,849-23.9% | $3,952-25.9% |
| Admin fee / account holder | $20,605 | $4,997+312.4% | $6,181+233.4% | $6,260+229.2% |