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 7-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 | $532,842 | $81,460+554.1% | $103,333+415.7% | $80,856+559.0% |
| Participation rate | 2.3% | 66.8%-64.5pp | 74.5%-72.2pp | 67.6%-65.3pp |
| Annual return | 13.82% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $899 | $3,105-71.0% | $3,868-76.8% | $2,755-67.4% |
| Participant deferral / active EE | $1,905 | $3,869-50.8% | $5,057-62.3% | $4,296-55.7% |
| Admin fee / account holder | $25,353 | $6,566+286.1% | $8,355+203.5% | $6,918+266.5% |