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 | $676,487 | $172,111+293.1% | $150,298+350.1% | $137,256+392.9% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 12.99% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,255 | $4,636-51.4% | $4,154-45.7% | $4,156-45.8% |
| Participant deferral / active EE | $6,200 | $6,166+0.6% | $5,453+13.7% | $6,407-3.2% |
| Admin fee / account holder | $32,754 | $16,471+98.9% | $14,116+132.0% | $12,270+166.9% |