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 | $393,370 | $149,734+162.7% | $118,925+230.8% | $158,922+147.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 7.30% | 19.95%-12.6pp | 35.88%-28.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $19,434 | $4,115+372.2% | $3,263+495.7% | $4,761+308.2% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $27,234 | $8,603+216.6% | $6,581+313.8% | $11,246+142.2% |