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 | $383,997 | $114,381+235.7% | $107,525+257.1% | $142,382+169.7% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 20.26% | 242.71%-222.4pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,371 | $4,015-40.9% | $3,754-36.8% | $4,299-44.9% |
| Participant deferral / active EE | $8,062 | $5,564+44.9% | $5,116+57.6% | $6,507+23.9% |
| Admin fee / account holder | $12,222 | $9,860+24.0% | $8,919+37.0% | $12,624-3.2% |