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 | $456,784 | $99,652+358.4% | $78,778+479.8% | $147,584+209.5% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 13.53% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $596 | $2,796-78.7% | $1,986-70.0% | $4,876-87.8% |
| Participant deferral / active EE | $3,600 | $3,664-1.7% | $2,958+21.7% | $5,439-33.8% |
| Admin fee / account holder | $64,286 | $7,155+798.4% | $5,134+1152.2% | $10,885+490.6% |