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 | $820,968 | $117,841+596.7% | $102,423+701.5% | $145,922+462.6% |
| Participation rate | 38.9% | 78.6%-39.7pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 17.36% | 31.65%-14.3pp | 29.32%-12.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,054 | $3,615-15.5% | $3,023+1.0% | $4,660-34.5% |
| Participant deferral / active EE | $12,549 | $5,731+119.0% | $5,053+148.3% | $6,688+87.6% |
| Admin fee / account holder | $52,556 | $13,326+294.4% | $9,451+456.1% | $13,397+292.3% |