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 | $363,786 | $175,202+107.6% | $149,673+143.1% | $139,434+160.9% |
| Participation rate | 30.8% | 83.4%-52.6pp | 78.8%-48.0pp | 80.3%-49.5pp |
| Annual return | 13.24% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,155 | $5,474-78.9% | $4,818-76.0% | $4,751-75.7% |
| Participant deferral / active EE | $3,869 | $6,519-40.6% | $5,680-31.9% | $6,710-42.3% |
| Admin fee / account holder | $113,238 | $16,150+601.2% | $13,210+757.2% | $11,403+893.1% |