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 | $515,419 | $108,172+376.5% | $77,482+565.2% | $158,922+224.3% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 12.59% | 31.67%-19.1pp | 54.79%-42.2pp | 302.83%-290.2pp |
| Employer contribution / active EE | $1,925 | $1,325+45.3% | $986+95.2% | $4,761-59.6% |
| Participant deferral / active EE | $7,945 | $2,456+223.4% | $1,861+326.9% | $5,982+32.8% |
| Admin fee / account holder | $862 | $3,708-76.8% | $2,858-69.9% | $11,246-92.3% |