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 | $540,156 | $117,841+358.4% | $102,423+427.4% | $145,922+270.2% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 26.43% | 31.65%-5.2pp | 29.32%-2.9pp | 561.29%-534.9pp |
| Employer contribution / active EE | $3,151 | $3,615-12.8% | $3,023+4.2% | $4,660-32.4% |
| Participant deferral / active EE | $3,643 | $5,731-36.4% | $5,053-27.9% | $6,688-45.5% |
| Admin fee / account holder | $12,893 | $13,326-3.2% | $9,451+36.4% | $13,397-3.8% |