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 | $637,461 | $178,174+257.8% | $156,181+308.2% | $137,256+364.4% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | 12.33% | 84.19%-71.9pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,550 | $6,888-19.4% | $6,132-9.5% | $6,407-13.4% |
| Admin fee / account holder | $727,696 | $17,404+4081.2% | $14,586+4889.0% | $12,270+5830.6% |