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 | $353,804 | $49,173+619.5% | $121,098+192.2% | $75,163+370.7% |
| Participation rate | 24.5% | 55.4%-30.9pp | 69.5%-45.0pp | 67.2%-42.7pp |
| Annual return | 15.63% | 55.99%-40.4pp | 985.75%-970.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,253 | $1,546-18.9% | $4,164-69.9% | $2,670-53.1% |
| Participant deferral / active EE | $2,954 | $2,628+12.4% | $4,080-27.6% | $4,125-28.4% |
| Admin fee / account holder | $11,585 | $3,942+193.9% | $5,644+105.2% | $5,651+105.0% |