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 | $460,862 | $159,602+188.8% | $150,045+207.1% | $142,382+223.7% |
| Participation rate | 4.8% | 84.0%-79.2pp | 82.3%-77.6pp | 80.1%-75.4pp |
| Annual return | 17.53% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $16,791 | $4,961+238.5% | $4,693+257.8% | $4,299+290.6% |
| Participant deferral / active EE | $14,964 | $8,310+80.1% | $7,997+87.1% | $6,507+130.0% |
| Admin fee / account holder | $11,953 | $14,846-19.5% | $13,435-11.0% | $12,624-5.3% |