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 | $258,614 | $118,849+117.6% | $96,562+167.8% | $167,490+54.4% |
| Participation rate | 53.3% | 75.5%-22.1pp | 69.8%-16.5pp | 82.1%-28.8pp |
| Annual return | 30.41% | 50.49%-20.1pp | 37.78%-7.4pp | 478.56%-448.2pp |
| Employer contribution / active EE | $1,342 | $3,120-57.0% | $2,356-43.0% | $4,837-72.3% |
| Participant deferral / active EE | $4,024 | $4,616-12.8% | $3,849+4.5% | $6,341-36.5% |
| Admin fee / account holder | $52,527 | $8,065+551.3% | $6,181+749.9% | $12,309+326.7% |