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 | $433,342 | $103,376+319.2% | $87,100+397.5% | $152,861+183.5% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.9%-39.4pp | 82.4%-44.9pp |
| Annual return | 15.27% | 28.10%-12.8pp | 28.19%-12.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,316 | $3,220+3.0% | $2,521+31.5% | $4,762-30.4% |
| Participant deferral / active EE | $5,994 | $4,778+25.5% | $4,049+48.1% | $5,850+2.5% |
| Admin fee / account holder | $175,640 | $12,205+1339.1% | $7,497+2242.9% | $11,596+1414.6% |