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 | $347,298 | $215,361+61.3% | $171,082+103.0% | $273,961+26.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 9.76% | 25.14%-15.4pp | 32.56%-22.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $30,000 | $4,967+504.0% | $4,002+649.6% | $4,869+516.2% |
| Participant deferral / active EE | $10,121 | $5,543+82.6% | $4,797+111.0% | $5,287+91.4% |
| Admin fee / account holder | $227,790 | $10,846+2000.2% | $8,520+2573.7% | $10,132+2148.2% |