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 | $679,417 | $84,696+702.2% | $75,696+797.6% | $167,490+305.6% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.8%-32.0pp | 82.1%-39.2pp |
| Annual return | 11.49% | 199.36%-187.9pp | 104.53%-93.0pp | 478.56%-467.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $48,018 | $4,580+948.5% | $3,821+1156.5% | $6,341+657.2% |
| Admin fee / account holder | $9,675 | $5,355+80.7% | $3,619+167.3% | $12,309-21.4% |