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 | $575,008 | $110,257+421.5% | $96,544+495.6% | $139,434+312.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 36.21% | 26.32%+9.9pp | 25.84%+10.4pp | 372.94%-336.7pp |
| Employer contribution / active EE | $2,399 | $3,620-33.7% | $2,965-19.1% | $4,751-49.5% |
| Participant deferral / active EE | $5,143 | $5,548-7.3% | $4,851+6.0% | $6,710-23.4% |
| Admin fee / account holder | $1,215 | $11,591-89.5% | $8,252-85.3% | $11,403-89.3% |