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 | $448,703 | $175,202+156.1% | $149,673+199.8% | $139,434+221.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 12.17% | 166.71%-154.5pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,312 | $5,474-76.0% | $4,818-72.8% | $4,751-72.4% |
| Participant deferral / active EE | $4,627 | $6,519-29.0% | $5,680-18.5% | $6,710-31.0% |
| Admin fee / account holder | $4,970 | $16,150-69.2% | $13,210-62.4% | $11,403-56.4% |