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 | $606,416 | $180,749+235.5% | $160,784+277.2% | $137,256+341.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 13.97% | 2234.46%-2220.5pp | 1803.92%-1790.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,155 | $4,155-24.1% | $3,733-15.5% | $4,156-24.1% |
| Participant deferral / active EE | $18,057 | $6,844+163.8% | $6,293+186.9% | $6,407+181.8% |
| Admin fee / account holder | $48,134 | $10,397+363.0% | $9,717+395.4% | $12,270+292.3% |