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 | $104,974+171.4% | $95,585+198.0% | $142,382+100.1% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 11.37% | 210.33%-199.0pp | 38.56%-27.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,754 | $2,779+35.1% | $2,527+48.6% | $4,299-12.7% |
| Participant deferral / active EE | $9,771 | $4,352+124.5% | $4,023+142.9% | $6,507+50.2% |
| Admin fee / account holder | $415,184 | $6,386+6401.4% | $6,127+6675.9% | $12,624+3188.9% |