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 | $314,241 | $77,634+304.8% | $156,549+100.7% | $62,891+399.7% |
| Participation rate | 69.6% | 71.2%-1.6pp | 84.0%-14.4pp | 69.3%+0.3pp |
| Annual return | 8.19% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $16,000 | $3,444+364.6% | $5,501+190.9% | $2,281+601.5% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $87,366 | $5,561+1471.0% | $13,027+570.6% | $4,296+1933.9% |