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 | $454,596 | $102,382+344.0% | $147,005+209.2% | $80,874+462.1% |
| Participation rate | 38.3% | 75.8%-37.5pp | 82.2%-43.8pp | 67.6%-29.3pp |
| Annual return | 49.70% | 134.89%-85.2pp | 418.76%-369.1pp | 35.62%+14.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,842 | $6,646-27.1% | $8,070-40.0% | $4,297+12.7% |
| Admin fee / account holder | $71,535 | $7,942+800.7% | $13,006+450.0% | $6,935+931.5% |