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 | $438,780 | $129,217+239.6% | $93,406+369.8% | $158,922+176.1% |
| Participation rate | 28.6% | 71.0%-42.4pp | 66.8%-38.2pp | 82.0%-53.4pp |
| Annual return | 22.52% | 118.21%-95.7pp | 78.05%-55.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $367 | $2,711-86.5% | $2,075-82.3% | $4,761-92.3% |
| Participant deferral / active EE | $367 | $3,909-90.6% | $3,126-88.3% | $5,982-93.9% |
| Admin fee / account holder | $7,056 | $7,383-4.4% | $5,230+34.9% | $11,246-37.3% |