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 | $348,011 | $114,381+204.3% | $107,525+223.7% | $142,382+144.4% |
| Participation rate | 41.2% | 78.1%-37.0pp | 75.1%-33.9pp | 80.1%-38.9pp |
| Annual return | 19.86% | 242.71%-222.8pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,888 | $4,015-53.0% | $3,754-49.7% | $4,299-56.1% |
| Participant deferral / active EE | $7,926 | $5,564+42.4% | $5,116+54.9% | $6,507+21.8% |
| Admin fee / account holder | $39,596 | $9,860+301.6% | $8,919+344.0% | $12,624+213.7% |