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 | $708,891 | $111,754+534.3% | $103,333+586.0% | $145,922+385.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 10.72% | 24.77%-14.0pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,052 | $4,212-75.0% | $3,868-72.8% | $4,660-77.4% |
| Participant deferral / active EE | $5,275 | $5,619-6.1% | $5,057+4.3% | $6,688-21.1% |
| Admin fee / account holder | $3,362 | $9,750-65.5% | $8,355-59.8% | $13,397-74.9% |