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 | $269,652 | $109,817+145.5% | $98,442+173.9% | $167,490+61.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 22.44% | 1956.69%-1934.3pp | 1492.73%-1470.3pp | 478.56%-456.1pp |
| Employer contribution / active EE | $5,407 | $3,224+67.7% | $2,960+82.7% | $4,837+11.8% |
| Participant deferral / active EE | $8,172 | $4,673+74.9% | $4,276+91.1% | $6,341+28.9% |
| Admin fee / account holder | $60,739 | $6,753+799.5% | $5,949+920.9% | $12,309+393.4% |