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 | $351,755 | $99,020+255.2% | $86,590+306.2% | $147,584+138.3% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 13.02% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,767 | $3,132-43.6% | $2,839-37.8% | $4,876-63.8% |
| Participant deferral / active EE | $2,500 | $3,972-37.1% | $3,609-30.7% | $5,439-54.0% |
| Admin fee / account holder | $2,948 | $5,710-48.4% | $4,906-39.9% | $10,885-72.9% |