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 | $676,546 | $175,202+286.2% | $149,673+352.0% | $139,434+385.2% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 22.70% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,565 | $5,474-71.4% | $4,818-67.5% | $4,751-67.1% |
| Participant deferral / active EE | $8,252 | $6,519+26.6% | $5,680+45.3% | $6,710+23.0% |
| Admin fee / account holder | $8,153 | $16,150-49.5% | $13,210-38.3% | $11,403-28.5% |