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 | $498,301 | $112,881+341.4% | $90,951+447.9% | $158,922+213.6% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 15.67% | 215.79%-200.1pp | 134.60%-118.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,811 | $2,893-37.4% | $2,122-14.7% | $4,761-62.0% |
| Participant deferral / active EE | $4,858 | $4,128+17.7% | $3,373+44.0% | $5,982-18.8% |
| Admin fee / account holder | $8,036 | $8,041-0.1% | $5,959+34.9% | $11,246-28.5% |