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 | $100,970+376.9% | $96,576+398.6% | $137,256+250.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 18.47% | 38.16%-19.7pp | 38.47%-20.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,600 | $3,809-58.0% | $3,553-55.0% | $4,156-61.5% |
| Participant deferral / active EE | $11,625 | $8,286+40.3% | $7,956+46.1% | $6,407+81.4% |
| Admin fee / account holder | $5,577 | $11,312-50.7% | $11,381-51.0% | $12,270-54.5% |