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 | $379,308 | $111,754+239.4% | $103,333+267.1% | $145,922+159.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.02% | 24.77%-8.7pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,710 | $4,212-59.4% | $3,868-55.8% | $4,660-63.3% |
| Participant deferral / active EE | $4,900 | $5,619-12.8% | $5,057-3.1% | $6,688-26.7% |
| Admin fee / account holder | $25,582 | $9,750+162.4% | $8,355+206.2% | $13,397+91.0% |