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 | $696,950 | $179,726+287.8% | $156,263+346.0% | $142,382+389.5% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.9%-34.5pp | 80.1%-35.7pp |
| Annual return | 15.30% | 77.86%-62.6pp | 59.47%-44.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,303 | $5,069-54.6% | $4,333-46.9% | $4,299-46.4% |
| Participant deferral / active EE | $7,533 | $6,956+8.3% | $6,158+22.3% | $6,507+15.8% |
| Admin fee / account holder | $6,211 | $17,272-64.0% | $14,255-56.4% | $12,624-50.8% |