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 | $472,216 | $58,208+711.3% | $81,812+477.2% | $80,856+484.0% |
| Participation rate | 32.0% | 63.4%-31.4pp | 72.3%-40.3pp | 67.6%-35.6pp |
| Annual return | 28.40% | 41.66%-13.3pp | 773.79%-745.4pp | 35.59%-7.2pp |
| Employer contribution / active EE | $9,202 | $2,340+293.2% | $2,912+216.0% | $2,755+234.0% |
| Participant deferral / active EE | $8,926 | $3,281+172.1% | $4,319+106.7% | $4,296+107.8% |
| Admin fee / account holder | $103,329 | $4,981+1974.3% | $7,386+1299.0% | $6,918+1393.6% |