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 | $117,983+349.3% | $101,794+420.8% | $142,382+272.3% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.2%-10.9pp | 80.1%-21.8pp |
| Annual return | 14.20% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,452 | $2,773-47.6% | $2,289-36.6% | $4,299-66.2% |
| Participant deferral / active EE | $2,898 | $4,714-38.5% | $4,084-29.0% | $6,507-55.5% |
| Admin fee / account holder | $26,222 | $10,433+151.3% | $8,777+198.8% | $12,624+107.7% |