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 3-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 | $531,855 | $172,111+209.0% | $150,298+253.9% | $137,256+287.5% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 23.09% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $47,003 | $4,636+913.8% | $4,154+1031.5% | $4,156+1031.0% |
| Participant deferral / active EE | $31,224 | $6,166+406.4% | $5,453+472.6% | $6,407+387.4% |
| Admin fee / account holder | $4,383 | $16,471-73.4% | $14,116-68.9% | $12,270-64.3% |