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 | $414,214 | $104,974+294.6% | $95,585+333.3% | $142,382+190.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 14.95% | 210.33%-195.4pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,051 | $2,779-62.2% | $2,527-58.4% | $4,299-75.5% |
| Participant deferral / active EE | $4,180 | $4,352-3.9% | $4,023+3.9% | $6,507-35.8% |
| Admin fee / account holder | $206,604 | $6,386+3135.2% | $6,127+3271.8% | $12,624+1536.6% |