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 | $373,732 | $105,998+252.6% | $92,233+305.2% | $147,584+153.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 11.43% | 50.05%-38.6pp | 176.28%-164.8pp | 578.55%-567.1pp |
| Employer contribution / active EE | $9,175 | $4,333+111.7% | $3,679+149.4% | $4,876+88.1% |
| Participant deferral / active EE | $5,200 | $4,478+16.1% | $3,897+33.4% | $5,439-4.4% |
| Admin fee / account holder | $2,433 | $6,332-61.6% | $5,194-53.2% | $10,885-77.6% |