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 | $992,131 | $183,592+440.4% | $155,567+537.8% | $145,959+579.7% |
| Participation rate | 11.1% | 82.7%-71.6pp | 78.2%-67.1pp | 80.3%-69.2pp |
| Annual return | 10.35% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,703 | $5,315-67.9% | $4,674-63.6% | $4,661-63.5% |
| Participant deferral / active EE | $3,389 | $6,464-47.6% | $5,628-39.8% | $6,689-49.3% |
| Admin fee / account holder | $2,197 | $19,318-88.6% | $15,916-86.2% | $13,398-83.6% |