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 | $67,823+532.5% | $52,425+718.3% | $137,256+212.5% |
| Participation rate | 46.7% | 63.9%-17.2pp | 55.6%-9.0pp | 80.0%-33.3pp |
| Annual return | 17.91% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $475 | $1,163-59.2% | $914-48.1% | $4,156-88.6% |
| Participant deferral / active EE | $623 | $2,288-72.8% | $1,790-65.2% | $6,407-90.3% |
| Admin fee / account holder | $75,146 | $2,844+2542.1% | $2,495+2912.0% | $12,270+512.4% |