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 | $272,357 | $34,308+693.9% | $74,701+264.6% | $72,985+273.2% |
| Participation rate | 8.5% | 42.4%-33.9pp | 54.5%-46.0pp | 69.5%-61.0pp |
| Annual return | 22.76% | 26.58%-3.8pp | 752.92%-730.2pp | 81.00%-58.2pp |
| Employer contribution / active EE | $379 | $692-45.2% | $1,084-65.0% | $2,440-84.5% |
| Participant deferral / active EE | $1,017 | $1,271-20.0% | $1,964-48.2% | $3,607-71.8% |
| Admin fee / account holder | $6,405 | $2,124+201.5% | $3,333+92.2% | $5,124+25.0% |