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 | $102,317+344.3% | $146,958+209.3% | $80,856+462.2% |
| Participation rate | 38.3% | 75.8%-37.5pp | 82.2%-43.8pp | 67.6%-29.3pp |
| Annual return | 49.70% | 134.76%-85.1pp | 418.34%-368.6pp | 35.59%+14.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,842 | $6,644-27.1% | $8,070-40.0% | $4,296+12.7% |
| Admin fee / account holder | $71,535 | $7,941+800.8% | $12,998+450.3% | $6,918+934.0% |