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 | $923,972 | $112,881+718.5% | $90,951+915.9% | $158,922+481.4% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 17.39% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,118 | $2,893-61.4% | $2,122-47.3% | $4,761-76.5% |
| Participant deferral / active EE | $5,731 | $4,128+38.8% | $3,373+69.9% | $5,982-4.2% |
| Admin fee / account holder | $18,075 | $8,041+124.8% | $5,959+203.3% | $11,246+60.7% |