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 | $600,681 | $117,983+409.1% | $101,794+490.1% | $142,382+321.9% |
| Participation rate | 54.2% | 74.2%-20.1pp | 69.2%-15.0pp | 80.1%-26.0pp |
| Annual return | 10.58% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,429 | $2,773-48.5% | $2,289-37.6% | $4,299-66.8% |
| Participant deferral / active EE | $2,857 | $4,714-39.4% | $4,084-30.0% | $6,507-56.1% |
| Admin fee / account holder | $11,500 | $10,433+10.2% | $8,777+31.0% | $12,624-8.9% |