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 | $284,070 | $67,823+318.8% | $52,425+441.9% | $137,256+107.0% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 11.06% | 219.11%-208.1pp | 302.12%-291.1pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,787 | $1,163+53.7% | $914+95.5% | $4,156-57.0% |
| Participant deferral / active EE | $11,724 | $2,288+412.4% | $1,790+554.8% | $6,407+83.0% |
| Admin fee / account holder | $1,355 | $2,844-52.4% | $2,495-45.7% | $12,270-89.0% |