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 | $768,210 | $179,726+327.4% | $156,263+391.6% | $142,382+439.5% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.9%-53.9pp | 80.1%-55.1pp |
| Annual return | 13.99% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $7,122 | $5,069+40.5% | $4,333+64.4% | $4,299+65.7% |
| Participant deferral / active EE | $7,750 | $6,956+11.4% | $6,158+25.8% | $6,507+19.1% |
| Admin fee / account holder | $8,352 | $17,272-51.6% | $14,255-41.4% | $12,624-33.8% |