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 | $436,784 | $114,381+281.9% | $107,525+306.2% | $142,382+206.8% |
| Participation rate | 23.1% | 78.1%-55.1pp | 75.1%-52.0pp | 80.1%-57.0pp |
| Annual return | 15.83% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,143 | $4,015-71.5% | $3,754-69.5% | $4,299-73.4% |
| Participant deferral / active EE | $3,983 | $5,564-28.4% | $5,116-22.1% | $6,507-38.8% |
| Admin fee / account holder | $120,779 | $9,860+1124.9% | $8,919+1254.2% | $12,624+856.8% |