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 | $689,471 | $74,888+820.7% | $71,209+868.2% | $142,382+384.2% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 19.31% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,179 | $2,854-23.6% | $2,721-19.9% | $4,299-49.3% |
| Participant deferral / active EE | $9,303 | $4,454+108.8% | $4,175+122.8% | $6,507+43.0% |
| Admin fee / account holder | $7,533 | $5,568+35.3% | $5,349+40.8% | $12,624-40.3% |