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 | $608,032 | $96,635+529.2% | $86,612+602.0% | $139,434+336.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 20.33% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,245 | $3,263-61.8% | $3,022-58.8% | $4,751-73.8% |
| Participant deferral / active EE | $8,204 | $4,836+69.6% | $4,438+84.9% | $6,710+22.3% |
| Admin fee / account holder | $3,056 | $6,408-52.3% | $5,614-45.6% | $11,403-73.2% |