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 | $367,013 | $109,982+233.7% | $97,226+277.5% | $145,922+151.5% |
| Participation rate | 52.9% | 75.9%-23.0pp | 72.7%-19.7pp | 80.3%-27.3pp |
| Annual return | 10.76% | 242.90%-232.1pp | 75.13%-64.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,908 | $3,084-5.7% | $2,729+6.6% | $4,660-37.6% |
| Participant deferral / active EE | $8,209 | $4,676+75.6% | $4,264+92.5% | $6,688+22.7% |
| Admin fee / account holder | $16,081 | $6,221+158.5% | $5,654+184.4% | $13,397+20.0% |