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 | $376,157 | $175,202+114.7% | $149,673+151.3% | $139,434+169.8% |
| Participation rate | 43.8% | 83.4%-39.6pp | 78.8%-35.0pp | 80.3%-36.6pp |
| Annual return | 10.67% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,351 | $5,474-38.8% | $4,818-30.5% | $4,751-29.5% |
| Participant deferral / active EE | $6,690 | $6,519+2.6% | $5,680+17.8% | $6,710-0.3% |
| Admin fee / account holder | $82,185 | $16,150+408.9% | $13,210+522.2% | $11,403+620.8% |