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 | $466,683 | $100,773+363.1% | $88,946+424.7% | $142,382+227.8% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 14.04% | 70.18%-56.1pp | 57.82%-43.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,108 | $2,918-62.0% | $2,555-56.6% | $4,299-74.2% |
| Participant deferral / active EE | $4,212 | $5,230-19.5% | $4,581-8.1% | $6,507-35.3% |
| Admin fee / account holder | $2,450 | $9,693-74.7% | $8,261-70.3% | $12,624-80.6% |