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 | $418,836 | $115,708+262.0% | $65,255+541.8% | $139,434+200.4% |
| Participation rate | 57.1% | 67.8%-10.7pp | 65.0%-7.8pp | 80.3%-23.2pp |
| Annual return | 16.60% | 31.19%-14.6pp | 47.35%-30.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,823 | $2,599+85.6% | $1,691+185.2% | $4,751+1.5% |
| Participant deferral / active EE | $13,500 | $4,240+218.4% | $2,831+376.9% | $6,710+101.2% |
| Admin fee / account holder | $766 | $6,698-88.6% | $4,112-81.4% | $11,403-93.3% |