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 | $256,618 | $133,958+91.6% | $112,228+128.7% | $134,475+90.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 5.80% | 47.11%-41.3pp | 27.45%-21.6pp | 417.96%-412.2pp |
| Employer contribution / active EE | $2,065 | $4,038-48.9% | $3,635-43.2% | $4,740-56.4% |
| Participant deferral / active EE | $6,632 | $5,291+25.3% | $4,728+40.3% | $6,400+3.6% |
| Admin fee / account holder | $273,328 | $7,489+3549.9% | $6,410+4164.0% | $11,426+2292.2% |