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 | $337,960 | $155,788+116.9% | $124,672+171.1% | $167,490+101.8% |
| Participation rate | 55.6% | 81.1%-25.5pp | 74.6%-19.1pp | 82.1%-26.5pp |
| Annual return | 11.40% | 17.97%-6.6pp | 5142.93%-5131.5pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,283 | $4,163-69.2% | $3,324-61.4% | $4,837-73.5% |
| Participant deferral / active EE | $5,694 | $5,673+0.4% | $4,614+23.4% | $6,341-10.2% |
| Admin fee / account holder | $4,956 | $9,531-48.0% | $7,493-33.9% | $12,309-59.7% |