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 | $382,654 | $109,327+250.0% | $89,391+328.1% | $158,922+140.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 10.33% | 345.68%-335.3pp | 245.62%-235.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,930 | $3,170-39.1% | $2,586-25.4% | $4,761-59.5% |
| Participant deferral / active EE | $12,459 | $4,598+170.9% | $3,890+220.3% | $5,982+108.3% |
| Admin fee / account holder | $1,275 | $6,153-79.3% | $4,881-73.9% | $11,246-88.7% |