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 | $363,781 | $144,119+152.4% | $117,854+208.7% | $147,584+146.5% |
| Participation rate | 34.8% | 83.4%-48.6pp | 79.7%-44.9pp | 82.8%-48.0pp |
| Annual return | 17.30% | 531.15%-513.8pp | 335.08%-317.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,174 | $4,896-76.0% | $3,786-69.0% | $4,876-75.9% |
| Participant deferral / active EE | $4,241 | $5,316-20.2% | $4,482-5.4% | $5,439-22.0% |
| Admin fee / account holder | $1,172 | $10,886-89.2% | $8,020-85.4% | $10,885-89.2% |