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 | $379,419 | $99,020+283.2% | $86,590+338.2% | $147,584+157.1% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 28.55% | 1312.34%-1283.8pp | 964.84%-936.3pp | 578.55%-550.0pp |
| Employer contribution / active EE | $3,412 | $3,132+8.9% | $2,839+20.2% | $4,876-30.0% |
| Participant deferral / active EE | $5,810 | $3,972+46.3% | $3,609+61.0% | $5,439+6.8% |
| Admin fee / account holder | $574 | $5,710-89.9% | $4,906-88.3% | $10,885-94.7% |