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 6-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 | $626,054 | $217,402+188.0% | $185,823+236.9% | $167,490+273.8% |
| Participation rate | 27.3% | 86.0%-58.8pp | 81.7%-54.4pp | 82.1%-54.8pp |
| Annual return | 12.22% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $4,970 | $5,873-15.4% | $5,167-3.8% | $4,837+2.7% |
| Participant deferral / active EE | $3,080 | $6,356-51.5% | $5,568-44.7% | $6,341-51.4% |
| Admin fee / account holder | $3,901 | $19,811-80.3% | $16,237-76.0% | $12,309-68.3% |