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 | $273,412 | $99,020+176.1% | $86,590+215.8% | $147,584+85.3% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 12.69% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,224 | $3,132-60.9% | $2,839-56.9% | $4,876-74.9% |
| Participant deferral / active EE | $1,705 | $3,972-57.1% | $3,609-52.7% | $5,439-68.6% |
| Admin fee / account holder | $14,763 | $5,710+158.5% | $4,906+200.9% | $10,885+35.6% |