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 | $694,916 | $93,571+642.7% | $135,903+411.3% | $75,163+824.5% |
| Participation rate | 34.6% | 75.2%-40.6pp | 81.9%-47.3pp | 67.2%-32.6pp |
| Annual return | 16.39% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $7,389 | $3,537+108.9% | $4,856+52.2% | $2,670+176.8% |
| Participant deferral / active EE | $11,456 | $6,404+78.9% | $7,758+47.7% | $4,125+177.7% |
| Admin fee / account holder | $129,136 | $6,975+1751.3% | $10,762+1099.9% | $5,651+2185.2% |