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 | $488,306 | $113,339+330.8% | $94,993+414.0% | $147,584+230.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 19.29% | 20.77%-1.5pp | 27.12%-7.8pp | 578.55%-559.3pp |
| Employer contribution / active EE | $375 | $3,160-88.1% | $2,603-85.6% | $4,876-92.3% |
| Participant deferral / active EE | $8,625 | $3,777+128.4% | $3,317+160.0% | $5,439+58.6% |
| Admin fee / account holder | $18,923 | $6,063+212.1% | $4,960+281.5% | $10,885+73.8% |