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 | $598,770 | $209,411+185.9% | $178,490+235.5% | $158,922+276.8% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 31.40% | 188.75%-157.4pp | 151.07%-119.7pp | 302.83%-271.4pp |
| Employer contribution / active EE | $2,578 | $5,706-54.8% | $5,011-48.5% | $4,761-45.8% |
| Participant deferral / active EE | $6,675 | $5,954+12.1% | $5,202+28.3% | $5,982+11.6% |
| Admin fee / account holder | $2,583 | $17,074-84.9% | $13,984-81.5% | $11,246-77.0% |