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 | $428,988 | $70,606+507.6% | $53,898+695.9% | $142,382+201.3% |
| Participation rate | 46.7% | 63.7%-17.0pp | 55.0%-8.3pp | 80.1%-33.5pp |
| Annual return | 17.91% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $475 | $1,202-60.5% | $932-49.1% | $4,299-89.0% |
| Participant deferral / active EE | $623 | $2,364-73.6% | $1,826-65.9% | $6,507-90.4% |
| Admin fee / account holder | $75,146 | $2,852+2535.2% | $2,491+2917.0% | $12,624+495.3% |