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 | $420,726 | $115,770+263.4% | $101,248+315.5% | $158,922+164.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 7.99% | 56.14%-48.1pp | 46.47%-38.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,427 | $4,175-65.8% | $3,660-61.0% | $4,761-70.0% |
| Participant deferral / active EE | $9,045 | $4,957+82.5% | $4,370+107.0% | $5,982+51.2% |
| Admin fee / account holder | $39,594 | $7,245+446.5% | $5,945+565.9% | $11,246+252.1% |