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 | $545,555 | $109,881+396.5% | $150,045+263.6% | $84,808+543.3% |
| Participation rate | 47.7% | 76.1%-28.4pp | 82.3%-34.6pp | 68.3%-20.6pp |
| Annual return | 14.28% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $14,384 | $3,561+303.9% | $4,693+206.5% | $2,631+446.7% |
| Participant deferral / active EE | $8,707 | $6,636+31.2% | $7,997+8.9% | $4,212+106.7% |
| Admin fee / account holder | $75,221 | $8,568+777.9% | $13,435+459.9% | $7,344+924.3% |