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 | $473,110 | $115,882+308.3% | $100,516+370.7% | $158,922+197.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 13.65% | 34.79%-21.1pp | 30.89%-17.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $14,000 | $4,103+241.2% | $3,418+309.7% | $4,761+194.0% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $29,369 | $10,995+167.1% | $8,081+263.4% | $11,246+161.2% |