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 | $325,042 | $110,261+194.8% | $95,745+239.5% | $139,434+133.1% |
| Participation rate | 46.7% | 75.8%-29.1pp | 72.3%-25.6pp | 80.3%-33.7pp |
| Annual return | 13.92% | 27.11%-13.2pp | 28.35%-14.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,323 | $3,257+63.4% | $2,835+87.8% | $4,751+12.0% |
| Participant deferral / active EE | $8,712 | $4,676+86.3% | $4,245+105.2% | $6,710+29.8% |
| Admin fee / account holder | $18,268 | $6,613+176.2% | $5,678+221.7% | $11,403+60.2% |