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 | $534,785 | $104,664+411.0% | $85,682+524.2% | $167,490+219.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 12.89% | 21.45%-8.6pp | 21.49%-8.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $42,498 | $3,337+1173.6% | $2,618+1523.1% | $4,837+778.5% |
| Participant deferral / active EE | $4,261 | $4,824-11.7% | $3,923+8.6% | $6,341-32.8% |
| Admin fee / account holder | $30,975 | $10,032+208.8% | $6,873+350.7% | $12,309+151.6% |