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 | $314,396 | $67,823+363.6% | $52,425+499.7% | $137,256+129.1% |
| Participation rate | 11.1% | 63.9%-52.8pp | 55.6%-44.5pp | 80.0%-68.8pp |
| Annual return | 19.68% | 219.11%-199.4pp | 302.12%-282.4pp | 220.34%-200.7pp |
| Employer contribution / active EE | $228 | $1,163-80.4% | $914-75.1% | $4,156-94.5% |
| Participant deferral / active EE | $4,578 | $2,288+100.1% | $1,790+155.7% | $6,407-28.5% |
| Admin fee / account holder | $3,533 | $2,844+24.2% | $2,495+41.6% | $12,270-71.2% |