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 | $481,315 | $232,540+107.0% | $185,117+160.0% | $147,584+226.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 14.22% | 43.03%-28.8pp | 40.50%-26.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,439 | $5,195-72.3% | $4,182-65.6% | $4,876-70.5% |
| Participant deferral / active EE | $3,591 | $5,834-38.4% | $5,045-28.8% | $5,439-34.0% |
| Admin fee / account holder | $4,294 | $10,275-58.2% | $8,159-47.4% | $10,885-60.6% |