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 | $833,208 | $103,376+706.0% | $87,100+856.6% | $152,861+445.1% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 22.01% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $5,589 | $3,220+73.5% | $2,521+121.7% | $4,762+17.4% |
| Participant deferral / active EE | $17,620 | $4,778+268.8% | $4,049+335.2% | $5,850+201.2% |
| Admin fee / account holder | $559 | $12,205-95.4% | $7,497-92.5% | $11,596-95.2% |