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 | $738,291 | $362,131+103.9% | $285,549+158.6% | $357,791+106.3% |
| Participation rate | 66.7% | 89.8%-23.2pp | 83.2%-16.5pp | 85.6%-18.9pp |
| Annual return | 28.95% | 5.08%+23.9pp | 7.15%+21.8pp | 396.79%-367.8pp |
| Employer contribution / active EE | $0 | $5,952-100.0% | $5,022-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $20,333 | $5,478+271.2% | $4,549+347.0% | $5,521+268.3% |
| Admin fee / account holder | $6,596 | $16,774-60.7% | $13,934-52.7% | $28,387-76.8% |