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 | $564,906 | $175,202+222.4% | $149,673+277.4% | $139,434+305.1% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.3pp | 80.3%-11.9pp |
| Annual return | 14.52% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,717 | $5,474-13.8% | $4,818-2.1% | $4,751-0.7% |
| Participant deferral / active EE | $3,565 | $6,519-45.3% | $5,680-37.2% | $6,710-46.9% |
| Admin fee / account holder | $4,887 | $16,150-69.7% | $13,210-63.0% | $11,403-57.1% |