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 | $598,104 | $53,127+1025.8% | $86,590+590.7% | $70,131+752.8% |
| Participation rate | 17.2% | 65.3%-48.1pp | 73.5%-56.4pp | 69.5%-52.4pp |
| Annual return | 16.25% | 27.66%-11.4pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,095 | $2,068+98.0% | $2,839+44.2% | $2,342+74.8% |
| Participant deferral / active EE | $962 | $2,696-64.3% | $3,609-73.3% | $3,332-71.1% |
| Admin fee / account holder | $29,195 | $3,585+714.3% | $4,906+495.1% | $4,645+528.5% |