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 | $860,669 | $86,929+890.1% | $102,423+740.3% | $80,856+964.4% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.6%-67.6pp |
| Annual return | 12.71% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,627 | $2,369-31.3% | $3,023-46.2% | $2,755-40.9% |
| Participant deferral / active EE | $10,651 | $4,118+158.6% | $5,053+110.8% | $4,296+147.9% |
| Admin fee / account holder | $31,514 | $8,049+291.5% | $9,451+233.5% | $6,918+355.5% |