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 | $795,448 | $96,635+723.1% | $86,612+818.4% | $139,434+470.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 19.97% | 106.41%-86.4pp | 591.07%-571.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $420 | $3,263-87.1% | $3,022-86.1% | $4,751-91.2% |
| Participant deferral / active EE | $2,625 | $4,836-45.7% | $4,438-40.8% | $6,710-60.9% |
| Admin fee / account holder | $1,080 | $6,408-83.1% | $5,614-80.8% | $11,403-90.5% |