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 | $250,898 | $109,817+128.5% | $98,442+154.9% | $167,490+49.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 11.69% | 1956.69%-1945.0pp | 1492.73%-1481.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,651 | $3,224-17.8% | $2,960-10.4% | $4,837-45.2% |
| Participant deferral / active EE | $2,651 | $4,673-43.3% | $4,276-38.0% | $6,341-58.2% |
| Admin fee / account holder | $345,479 | $6,753+5016.2% | $5,949+5707.1% | $12,309+2706.7% |