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 | $406,835 | $226,064+80.0% | $182,532+122.9% | $152,861+166.1% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.4%-18.8pp |
| Annual return | 20.42% | 192.51%-172.1pp | 148.54%-128.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,275 | $4,978-74.4% | $4,076-68.7% | $4,762-73.2% |
| Participant deferral / active EE | $5,655 | $6,368-11.2% | $5,524+2.4% | $5,850-3.3% |
| Admin fee / account holder | $180,949 | $10,703+1590.7% | $8,592+2006.0% | $11,596+1460.4% |