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 | $420,600 | $111,814+276.2% | $103,374+306.9% | $145,959+188.2% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 15.40% | 24.77%-9.4pp | 24.89%-9.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,694 | $4,214-59.8% | $3,869-56.2% | $4,661-63.7% |
| Participant deferral / active EE | $4,223 | $5,618-24.8% | $5,058-16.5% | $6,689-36.9% |
| Admin fee / account holder | $196,281 | $9,754+1912.2% | $8,394+2238.3% | $13,398+1365.0% |