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 | $622,819 | $102,604+507.0% | $86,188+622.6% | $139,434+346.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 14.66% | 1922.51%-1907.9pp | 1168.45%-1153.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,663 | $3,032-45.2% | $2,380-30.1% | $4,751-65.0% |
| Participant deferral / active EE | $10,556 | $4,676+125.8% | $3,985+164.9% | $6,710+57.3% |
| Admin fee / account holder | $52,323 | $8,657+504.4% | $6,852+663.6% | $11,403+358.9% |