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 | $275,602 | $100,852+173.3% | $90,404+204.9% | $158,922+73.4% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.7%-26.5pp | 82.0%-35.8pp |
| Annual return | 6.98% | 1724.20%-1717.2pp | 1293.02%-1286.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,242 | $3,689-66.3% | $3,262-61.9% | $4,761-73.9% |
| Participant deferral / active EE | $1,762 | $4,348-59.5% | $3,963-55.5% | $5,982-70.5% |
| Admin fee / account holder | $26,782 | $6,501+312.0% | $5,611+377.3% | $11,246+138.2% |