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 | $70,606+345.3% | $53,898+483.3% | $142,382+120.8% |
| Participation rate | 11.1% | 63.7%-52.6pp | 55.0%-43.8pp | 80.1%-69.0pp |
| Annual return | 19.68% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $228 | $1,202-81.1% | $932-75.6% | $4,299-94.7% |
| Participant deferral / active EE | $4,578 | $2,364+93.6% | $1,826+150.7% | $6,507-29.7% |
| Admin fee / account holder | $3,533 | $2,852+23.9% | $2,491+41.8% | $12,624-72.0% |