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 | $766,608 | $127,065+503.3% | $113,168+577.4% | $142,382+438.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 11.90% | 24.03%-12.1pp | 24.27%-12.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,300 | $3,442-62.2% | $2,975-56.3% | $4,299-69.8% |
| Participant deferral / active EE | $1,918 | $5,716-66.5% | $5,107-62.5% | $6,507-70.5% |
| Admin fee / account holder | $550 | $15,736-96.5% | $12,068-95.4% | $12,624-95.6% |