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 | $657,866 | $114,381+475.2% | $107,525+511.8% | $142,382+362.0% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 11.99% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,827 | $4,015-54.5% | $3,754-51.3% | $4,299-57.5% |
| Participant deferral / active EE | $6,950 | $5,564+24.9% | $5,116+35.9% | $6,507+6.8% |
| Admin fee / account holder | $5,225 | $9,860-47.0% | $8,919-41.4% | $12,624-58.6% |