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 | $297,031 | $144,119+106.1% | $117,854+152.0% | $147,584+101.3% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 10.64% | 531.15%-520.5pp | 335.08%-324.4pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,444 | $4,896-70.5% | $3,786-61.9% | $4,876-70.4% |
| Participant deferral / active EE | $2,573 | $5,316-51.6% | $4,482-42.6% | $5,439-52.7% |
| Admin fee / account holder | $973 | $10,886-91.1% | $8,020-87.9% | $10,885-91.1% |