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 | $305,432 | $76,738+298.0% | $56,411+441.4% | $145,922+109.3% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | 8.12% | 2994.23%-2986.1pp | 1701.33%-1693.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $5,633 | $1,380+308.2% | $1,039+442.3% | $4,660+20.9% |
| Participant deferral / active EE | $14,585 | $2,623+456.1% | $1,952+647.2% | $6,688+118.1% |
| Admin fee / account holder | $185,013 | $3,334+5449.7% | $2,829+6440.4% | $13,397+1281.0% |