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 | $481,560 | $106,584+351.8% | $101,326+375.3% | $142,382+238.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 18.47% | 36.93%-18.5pp | 36.82%-18.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,600 | $3,956-59.6% | $3,665-56.3% | $4,299-62.8% |
| Participant deferral / active EE | $11,625 | $8,297+40.1% | $7,994+45.4% | $6,507+78.6% |
| Admin fee / account holder | $5,577 | $11,446-51.3% | $11,185-50.1% | $12,624-55.8% |