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 | $734,616 | $201,272+265.0% | $184,203+298.8% | $145,922+403.4% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 37.34% | 29.00%+8.3pp | 28.81%+8.5pp | 561.29%-523.9pp |
| Employer contribution / active EE | $5,084 | $7,022-27.6% | $6,427-20.9% | $4,660+9.1% |
| Participant deferral / active EE | $16,189 | $9,806+65.1% | $9,131+77.3% | $6,688+142.1% |
| Admin fee / account holder | $10,746 | $16,364-34.3% | $13,901-22.7% | $13,397-19.8% |