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 | $416,366 | $157,256+164.8% | $141,162+195.0% | $152,861+172.4% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.4%-52.4pp |
| Annual return | 26.98% | 64.32%-37.3pp | 71.39%-44.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,857 | $5,261-64.7% | $4,735-60.8% | $4,762-61.0% |
| Participant deferral / active EE | $6,046 | $7,109-15.0% | $6,709-9.9% | $5,850+3.3% |
| Admin fee / account holder | $25,772 | $12,120+112.6% | $10,261+151.2% | $11,596+122.2% |