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 | $423,995 | $102,382+314.1% | $147,005+188.4% | $80,874+424.3% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 17.42% | 134.89%-117.5pp | 418.76%-401.3pp | 35.62%-18.2pp |
| Employer contribution / active EE | $1,156 | $3,715-68.9% | $4,934-76.6% | $2,756-58.0% |
| Participant deferral / active EE | $9,614 | $6,646+44.7% | $8,070+19.1% | $4,297+123.7% |
| Admin fee / account holder | $13,640 | $7,942+71.7% | $13,006+4.9% | $6,935+96.7% |