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 | $306,779 | $172,111+78.2% | $150,298+104.1% | $137,256+123.5% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 15.45% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,758 | $4,636-19.0% | $4,154-9.5% | $4,156-9.6% |
| Participant deferral / active EE | $11,133 | $6,166+80.6% | $5,453+104.2% | $6,407+73.8% |
| Admin fee / account holder | $2,545 | $16,471-84.6% | $14,116-82.0% | $12,270-79.3% |