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 | $520,313 | $78,705+561.1% | $117,854+341.5% | $70,131+641.9% |
| Participation rate | 0.0% | 73.2%-73.2pp | 79.7%-79.7pp | 69.5%-69.5pp |
| Annual return | 17.08% | 23.30%-6.2pp | 335.08%-318.0pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,084 | $2,223-51.2% | $3,786-71.4% | $2,342-53.7% |
| Participant deferral / active EE | $4,444 | $3,297+34.8% | $4,482-0.8% | $3,332+33.4% |
| Admin fee / account holder | $11,512 | $5,065+127.3% | $8,020+43.5% | $4,645+147.8% |