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 | $272,229 | $88,710+206.9% | $81,783+232.9% | $145,959+86.5% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.4%-15.8pp | 80.3%-23.8pp |
| Annual return | 10.27% | 1027.26%-1017.0pp | 775.05%-764.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $2,602 | $3,083-15.6% | $2,913-10.7% | $4,661-44.2% |
| Participant deferral / active EE | $6,372 | $4,645+37.2% | $4,320+47.5% | $6,689-4.7% |
| Admin fee / account holder | $1,479 | $8,407-82.4% | $7,380-80.0% | $13,398-89.0% |