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 | $377,158 | $102,317+268.6% | $146,958+156.6% | $80,856+366.5% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.2%-30.7pp | 67.6%-16.2pp |
| Annual return | 20.18% | 134.76%-114.6pp | 418.34%-398.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $8,523 | $3,713+129.5% | $4,933+72.8% | $2,755+209.4% |
| Participant deferral / active EE | $9,332 | $6,644+40.5% | $8,070+15.6% | $4,296+117.2% |
| Admin fee / account holder | $32,791 | $7,941+312.9% | $12,998+152.3% | $6,918+374.0% |