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 | $483,417 | $136,179+255.0% | $98,755+389.5% | $167,490+188.6% |
| Participation rate | 42.9% | 70.2%-27.3pp | 65.7%-22.9pp | 82.1%-39.2pp |
| Annual return | 17.37% | 67.53%-50.2pp | 49.91%-32.5pp | 478.56%-461.2pp |
| Employer contribution / active EE | $4,495 | $2,631+70.8% | $2,067+117.4% | $4,837-7.1% |
| Participant deferral / active EE | $11,143 | $3,716+199.9% | $3,035+267.1% | $6,341+75.7% |
| Admin fee / account holder | $1,271 | $5,031-74.7% | $4,076-68.8% | $12,309-89.7% |