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 | $274,919 | $106,890+157.2% | $84,015+227.2% | $152,861+79.8% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.6pp | 82.4%-46.1pp |
| Annual return | 20.34% | 104.99%-84.6pp | 71.31%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,066 | $2,734-24.4% | $1,983+4.2% | $4,762-56.6% |
| Participant deferral / active EE | $2,421 | $4,011-39.6% | $3,239-25.2% | $5,850-58.6% |
| Admin fee / account holder | $46,255 | $8,285+458.3% | $6,101+658.2% | $11,596+298.9% |