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 | $839,582 | $157,256+433.9% | $141,162+494.8% | $152,861+449.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 15.23% | 64.32%-49.1pp | 71.39%-56.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $2,343 | $5,261-55.5% | $4,735-50.5% | $4,762-50.8% |
| Participant deferral / active EE | $5,358 | $7,109-24.6% | $6,709-20.1% | $5,850-8.4% |
| Admin fee / account holder | $70,248 | $12,120+479.6% | $10,261+584.6% | $11,596+505.8% |