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 | $377,972+95.3% | $300,297+145.9% | $382,429+93.1% |
| Participation rate | 66.7% | 91.7%-25.1pp | 83.3%-16.6pp | 87.7%-21.1pp |
| Annual return | 28.95% | 4.19%+24.8pp | 6.06%+22.9pp | 248.85%-219.9pp |
| Employer contribution / active EE | $0 | $5,545-100.0% | $4,605-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $20,333 | $5,506+269.3% | $4,511+350.8% | $5,727+255.0% |
| Admin fee / account holder | $6,596 | $20,122-67.2% | $16,510-60.1% | $30,732-78.5% |