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 | $325,918 | $114,381+184.9% | $107,525+203.1% | $142,382+128.9% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.1%-29.2pp | 80.1%-34.3pp |
| Annual return | 12.46% | 242.71%-230.2pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,805 | $4,015-55.0% | $3,754-51.9% | $4,299-58.0% |
| Participant deferral / active EE | $4,830 | $5,564-13.2% | $5,116-5.6% | $6,507-25.8% |
| Admin fee / account holder | $187,310 | $9,860+1799.7% | $8,919+2000.2% | $12,624+1383.8% |