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 3-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 | $591,238 | $95,561+518.7% | $77,163+666.2% | $139,434+324.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 21.40% | 54.92%-33.5pp | 37.87%-16.5pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,150 | $3,147-63.5% | $2,535-54.6% | $4,751-75.8% |
| Participant deferral / active EE | $8,309 | $4,624+79.7% | $3,833+116.7% | $6,710+23.8% |
| Admin fee / account holder | $149,079 | $8,295+1697.2% | $5,472+2624.3% | $11,403+1207.4% |