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 | $374,419 | $124,425+200.9% | $112,040+234.2% | $137,256+172.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 17.99% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,430 | $3,411-28.8% | $2,954-17.7% | $4,156-41.5% |
| Participant deferral / active EE | $11,750 | $5,718+105.5% | $5,098+130.5% | $6,407+83.4% |
| Admin fee / account holder | $1,569 | $15,207-89.7% | $12,098-87.0% | $12,270-87.2% |