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 | $621,053 | $133,922+363.7% | $116,228+434.3% | $142,382+336.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 41.62% | 147.76%-106.1pp | 90.06%-48.4pp | 217.08%-175.5pp |
| Employer contribution / active EE | $3,750 | $3,446+8.8% | $2,994+25.2% | $4,299-12.8% |
| Participant deferral / active EE | $15,500 | $5,672+173.3% | $4,953+212.9% | $6,507+138.2% |
| Admin fee / account holder | $1,332 | $14,945-91.1% | $11,989-88.9% | $12,624-89.4% |