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 | $584,236 | $107,452+443.7% | $91,541+538.2% | $142,382+310.3% |
| Participation rate | 68.4% | 75.1%-6.7pp | 69.8%-1.4pp | 80.1%-11.7pp |
| Annual return | 17.64% | 22.06%-4.4pp | 20.50%-2.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,018 | $2,994+0.8% | $2,505+20.5% | $4,299-29.8% |
| Participant deferral / active EE | $4,984 | $4,754+4.8% | $4,008+24.3% | $6,507-23.4% |
| Admin fee / account holder | $27,510 | $8,834+211.4% | $6,956+295.5% | $12,624+117.9% |