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 | $457,280 | $74,888+510.6% | $71,209+542.2% | $142,382+221.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 24.77% | 345.14%-320.4pp | 282.51%-257.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $911 | $2,854-68.1% | $2,721-66.5% | $4,299-78.8% |
| Participant deferral / active EE | $6,497 | $4,454+45.9% | $4,175+55.6% | $6,507-0.2% |
| Admin fee / account holder | $710 | $5,568-87.2% | $5,349-86.7% | $12,624-94.4% |