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 | $481,225 | $202,432+137.7% | $169,368+184.1% | $139,434+245.1% |
| Participation rate | 61.5% | 81.1%-19.5pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 16.09% | 531.74%-515.7pp | 405.60%-389.5pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,474 | $4,692-47.3% | $4,013-38.3% | $4,751-47.9% |
| Participant deferral / active EE | $8,077 | $6,938+16.4% | $6,221+29.8% | $6,710+20.4% |
| Admin fee / account holder | $38,319 | $10,708+257.9% | $9,003+325.6% | $11,403+236.1% |