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 | $445,872 | $138,065+222.9% | $123,544+260.9% | $135,375+229.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 2.27% | 153.68%-151.4pp | 119.20%-116.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $7,169 | $5,151+39.2% | $4,628+54.9% | $4,779+50.0% |
| Participant deferral / active EE | $12,632 | $6,799+85.8% | $6,426+96.6% | $5,609+125.2% |
| Admin fee / account holder | $38,256 | $10,916+250.5% | $9,284+312.1% | $10,827+253.3% |