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 | $734,059 | $118,849+517.6% | $96,562+660.2% | $167,490+338.3% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 12.13% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,214 | $3,120-61.1% | $2,356-48.5% | $4,837-74.9% |
| Participant deferral / active EE | $6,500 | $4,616+40.8% | $3,849+68.9% | $6,341+2.5% |
| Admin fee / account holder | $40,287 | $8,065+399.5% | $6,181+551.8% | $12,309+227.3% |