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 | $681,837 | $117,983+477.9% | $101,794+569.8% | $142,382+378.9% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.2%-33.5pp | 80.1%-44.4pp |
| Annual return | 18.06% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,082 | $2,773-61.0% | $2,289-52.8% | $4,299-74.8% |
| Participant deferral / active EE | $2,733 | $4,714-42.0% | $4,084-33.1% | $6,507-58.0% |
| Admin fee / account holder | $3,573 | $10,433-65.8% | $8,777-59.3% | $12,624-71.7% |