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 | $259,015 | $27,839+830.4% | $58,482+342.9% | $71,457+262.5% |
| Participation rate | 5.5% | 34.5%-29.0pp | 50.9%-45.3pp | 67.9%-62.4pp |
| Annual return | 17.49% | 26.81%-9.3pp | 4239.32%-4221.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $280 | $631-55.7% | $1,053-73.5% | $2,588-89.2% |
| Participant deferral / active EE | $706 | $1,206-41.5% | $1,924-63.3% | $4,289-83.5% |
| Admin fee / account holder | $4,501 | $1,641+174.3% | $2,516+78.9% | $1,587+183.5% |