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 | $621,496 | $110,502+462.4% | $80,716+670.0% | $167,490+271.1% |
| Participation rate | 22.2% | 64.0%-41.7pp | 54.2%-31.9pp | 82.1%-59.9pp |
| Annual return | 14.66% | 120.54%-105.9pp | 87.28%-72.6pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,000 | $1,543-35.2% | $1,160-13.8% | $4,837-79.3% |
| Participant deferral / active EE | $5,778 | $2,871+101.3% | $2,146+169.3% | $6,341-8.9% |
| Admin fee / account holder | $600 | $4,545-86.8% | $3,380-82.3% | $12,309-95.1% |