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 | $610,035 | $107,334+468.4% | $92,893+556.7% | $152,861+299.1% |
| Participation rate | 52.6% | 79.8%-27.2pp | 76.0%-23.4pp | 82.4%-29.8pp |
| Annual return | 23.47% | 145.58%-122.1pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,526 | $4,221-63.8% | $3,653-58.2% | $4,762-68.0% |
| Participant deferral / active EE | $7,657 | $4,845+58.0% | $4,236+80.8% | $5,850+30.9% |
| Admin fee / account holder | $17,501 | $7,079+147.2% | $5,794+202.1% | $11,596+50.9% |