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 3-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 | $432,738 | $114,381+278.3% | $107,525+302.5% | $142,382+203.9% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 12.37% | 242.71%-230.3pp | 181.32%-169.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,894 | $4,015-52.8% | $3,754-49.5% | $4,299-56.0% |
| Participant deferral / active EE | $8,707 | $5,564+56.5% | $5,116+70.2% | $6,507+33.8% |
| Admin fee / account holder | $26,051 | $9,860+164.2% | $8,919+192.1% | $12,624+106.4% |