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 | $744,251 | $369,484+101.4% | $303,047+145.6% | $357,791+108.0% |
| Participation rate | 60.0% | 90.0%-30.0pp | 87.1%-27.1pp | 85.6%-25.6pp |
| Annual return | 7.84% | 0.42%+7.4pp | 2.47%+5.4pp | 396.79%-389.0pp |
| Employer contribution / active EE | $10,800 | $9,025+19.7% | $7,418+45.6% | $7,508+43.9% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $10,147 | $49,137-79.4% | $39,333-74.2% | $28,387-64.3% |