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 | $297,766 | $29,660+903.9% | $56,411+427.8% | $80,856+268.3% |
| Participation rate | 23.3% | 41.6%-18.4pp | 52.5%-29.2pp | 67.6%-44.4pp |
| Annual return | 24.67% | 35.23%-10.6pp | 1701.33%-1676.7pp | 35.59%-10.9pp |
| Employer contribution / active EE | $354 | $669-47.1% | $1,039-65.9% | $2,755-87.1% |
| Participant deferral / active EE | $1,030 | $1,226-16.0% | $1,952-47.2% | $4,296-76.0% |
| Admin fee / account holder | $26,471 | $2,428+990.4% | $2,829+835.8% | $6,918+282.6% |