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 | $390,691 | $106,890+265.5% | $84,015+365.0% | $152,861+155.6% |
| Participation rate | 15.8% | 75.2%-59.5pp | 69.0%-53.2pp | 82.4%-66.7pp |
| Annual return | 29.41% | 104.99%-75.6pp | 71.31%-41.9pp | 345.32%-315.9pp |
| Employer contribution / active EE | $403 | $2,734-85.2% | $1,983-79.7% | $4,762-91.5% |
| Participant deferral / active EE | $2,681 | $4,011-33.2% | $3,239-17.2% | $5,850-54.2% |
| Admin fee / account holder | $310 | $8,285-96.3% | $6,101-94.9% | $11,596-97.3% |