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 | $979,802 | $177,572+451.8% | $154,803+532.9% | $142,382+588.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 32.03% | 65.07%-33.0pp | 58.88%-26.9pp | 217.08%-185.0pp |
| Employer contribution / active EE | $2,315 | $4,810-51.9% | $4,305-46.2% | $4,299-46.2% |
| Participant deferral / active EE | $4,228 | $6,272-32.6% | $5,540-23.7% | $6,507-35.0% |
| Admin fee / account holder | $19,741 | $16,786+17.6% | $14,329+37.8% | $12,624+56.4% |