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 | $489,210 | $83,902+483.1% | $167,512+192.0% | $84,808+476.8% |
| Participation rate | 67.9% | 66.5%+1.4pp | 77.1%-9.2pp | 68.3%-0.5pp |
| Annual return | 15.78% | 91.55%-75.8pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,966 | $4,442+124.3% | $6,405+55.6% | $4,212+136.6% |
| Admin fee / account holder | $76,370 | $7,915+864.9% | $9,769+681.8% | $7,344+939.9% |