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 | $567,689 | $159,901+255.0% | $146,958+286.3% | $145,922+289.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 12.75% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,725 | $5,286-10.6% | $4,933-4.2% | $4,660+1.4% |
| Participant deferral / active EE | $16,029 | $8,428+90.2% | $8,070+98.6% | $6,688+139.7% |
| Admin fee / account holder | $3,441 | $15,044-77.1% | $12,998-73.5% | $13,397-74.3% |