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 | $554,608 | $124,281+346.3% | $109,143+408.2% | $167,490+231.1% |
| Participation rate | 14.3% | 79.4%-65.2pp | 75.9%-61.6pp | 82.1%-67.8pp |
| Annual return | 17.78% | 26.04%-8.3pp | 25.75%-8.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,314 | $4,207-21.2% | $3,722-11.0% | $4,837-31.5% |
| Participant deferral / active EE | $2,786 | $5,255-47.0% | $4,653-40.1% | $6,341-56.1% |
| Admin fee / account holder | $5,252 | $7,970-34.1% | $6,752-22.2% | $12,309-57.3% |