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 | $654,483 | $148,978+339.3% | $200,582+226.3% | $84,808+671.7% |
| Participation rate | 60.0% | 84.2%-24.2pp | 86.9%-26.9pp | 68.3%-8.3pp |
| Annual return | 13.42% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,261 | $4,815-11.5% | $6,419-33.6% | $2,631+62.0% |
| Participant deferral / active EE | $19,261 | $7,142+169.7% | $9,331+106.4% | $4,212+357.3% |
| Admin fee / account holder | $185,763 | $13,977+1229.0% | $16,305+1039.3% | $7,344+2429.5% |