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 | $712,603 | $64,348+1007.4% | $90,160+690.4% | $70,131+916.1% |
| Participation rate | 0.0% | 70.4%-70.4pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 18.73% | 28.13%-9.4pp | 34.88%-16.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,613 | $2,046-21.2% | $3,318-51.4% | $2,342-31.1% |
| Participant deferral / active EE | $4,374 | $4,389-0.3% | $5,288-17.3% | $3,332+31.3% |
| Admin fee / account holder | $66,911 | $3,944+1596.7% | $5,943+1025.9% | $4,645+1340.4% |