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 | $684,845 | $165,335+314.2% | $149,696+357.5% | $158,922+330.9% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 42.36% | 348.15%-305.8pp | 276.60%-234.2pp | 302.83%-260.5pp |
| Employer contribution / active EE | $1,412 | $5,103-72.3% | $4,644-69.6% | $4,761-70.4% |
| Participant deferral / active EE | $2,382 | $7,181-66.8% | $6,842-65.2% | $5,982-60.2% |
| Admin fee / account holder | $16,020 | $10,807+48.2% | $9,309+72.1% | $11,246+42.5% |