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 | $405,614 | $95,971+322.6% | $74,550+444.1% | $135,375+199.6% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | 6.96% | 56.96%-50.0pp | 32.53%-25.6pp | 519.73%-512.8pp |
| Employer contribution / active EE | $1,814 | $2,716-33.2% | $1,961-7.5% | $4,779-62.0% |
| Participant deferral / active EE | $5,997 | $3,843+56.0% | $3,108+93.0% | $5,609+6.9% |
| Admin fee / account holder | $9,975 | $6,522+53.0% | $5,060+97.2% | $10,827-7.9% |