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 | $324,362 | $105,181+208.4% | $159,436+103.4% | $85,850+277.8% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.8%-21.5pp | 69.3%-8.0pp |
| Annual return | 13.55% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,823 | $5,945-18.9% | $7,352-34.4% | $3,952+22.1% |
| Admin fee / account holder | $19,396 | $6,933+179.7% | $10,799+79.6% | $6,260+209.8% |