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 | $526,998 | $117,983+346.7% | $101,794+417.7% | $142,382+270.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 19.81% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,407 | $2,773-49.3% | $2,289-38.6% | $4,299-67.3% |
| Participant deferral / active EE | $6,891 | $4,714+46.2% | $4,084+68.7% | $6,507+5.9% |
| Admin fee / account holder | $30,441 | $10,433+191.8% | $8,777+246.8% | $12,624+141.1% |