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 | $530,117 | $112,729+370.3% | $98,716+437.0% | $137,256+286.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.3%-11.0pp | 80.0%-21.6pp |
| Annual return | 14.20% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,452 | $2,725-46.7% | $2,279-36.3% | $4,156-65.1% |
| Participant deferral / active EE | $2,898 | $4,640-37.6% | $4,048-28.4% | $6,407-54.8% |
| Admin fee / account holder | $26,222 | $10,129+158.9% | $8,703+201.3% | $12,270+113.7% |