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 | $534,635 | $91,190+486.3% | $178,490+199.5% | $79,858+569.5% |
| Participation rate | 18.5% | 69.2%-50.7pp | 81.9%-63.4pp | 69.6%-51.1pp |
| Annual return | 16.79% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $5,985 | $3,256+83.8% | $5,011+19.4% | $2,471+142.2% |
| Participant deferral / active EE | $4,567 | $3,236+41.1% | $5,202-12.2% | $3,740+22.1% |
| Admin fee / account holder | $33,298 | $6,751+393.2% | $13,984+138.1% | $5,306+527.5% |