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 | $373,795 | $100,852+270.6% | $90,404+313.5% | $158,922+135.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 19.24% | 1724.20%-1705.0pp | 1293.02%-1273.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,187 | $3,689-67.8% | $3,262-63.6% | $4,761-75.1% |
| Participant deferral / active EE | $6,974 | $4,348+60.4% | $3,963+76.0% | $5,982+16.6% |
| Admin fee / account holder | $1,799 | $6,501-72.3% | $5,611-67.9% | $11,246-84.0% |