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 | $284,640 | $90,348+215.0% | $75,972+274.7% | $145,922+95.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 22.94% | 620.88%-597.9pp | 359.55%-336.6pp | 561.29%-538.3pp |
| Employer contribution / active EE | $1,123 | $3,311-66.1% | $2,685-58.2% | $4,660-75.9% |
| Participant deferral / active EE | $2,808 | $5,162-45.6% | $4,255-34.0% | $6,688-58.0% |
| Admin fee / account holder | $1,513 | $8,467-82.1% | $6,467-76.6% | $13,397-88.7% |