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 | $959,607 | $138,044+595.1% | $125,339+665.6% | $134,475+613.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 7.61% | 750.33%-742.7pp | 572.05%-564.4pp | 417.96%-410.4pp |
| Employer contribution / active EE | $7,083 | $5,243+35.1% | $4,814+47.1% | $4,740+49.4% |
| Participant deferral / active EE | $11,477 | $7,799+47.2% | $7,446+54.1% | $6,400+79.3% |
| Admin fee / account holder | $2,563 | $11,571-77.9% | $10,010-74.4% | $11,426-77.6% |