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 | $448,332 | $158,398+183.0% | $126,539+254.3% | $142,382+214.9% |
| Participation rate | 61.1% | 75.8%-14.7pp | 69.8%-8.7pp | 80.1%-19.0pp |
| Annual return | 12.61% | 593.76%-581.1pp | 425.95%-413.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,099 | $4,650-54.9% | $3,674-42.9% | $4,299-51.2% |
| Participant deferral / active EE | $4,908 | $4,767+3.0% | $4,083+20.2% | $6,507-24.6% |
| Admin fee / account holder | $2,585 | $6,918-62.6% | $6,065-57.4% | $12,624-79.5% |