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 | $284,874 | $101,618+180.3% | $93,063+206.1% | $137,256+107.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 11.37% | 223.95%-212.6pp | 34.15%-22.8pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,754 | $2,707+38.7% | $2,476+51.6% | $4,156-9.7% |
| Participant deferral / active EE | $9,771 | $4,279+128.3% | $3,958+146.9% | $6,407+52.5% |
| Admin fee / account holder | $415,184 | $6,198+6598.2% | $6,033+6781.6% | $12,270+3283.7% |