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 | $810,303 | $112,881+617.8% | $90,951+790.9% | $158,922+409.9% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 6.92% | 215.79%-208.9pp | 134.60%-127.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $840 | $2,893-71.0% | $2,122-60.4% | $4,761-82.4% |
| Participant deferral / active EE | $8,667 | $4,128+110.0% | $3,373+156.9% | $5,982+44.9% |
| Admin fee / account holder | $1,831 | $8,041-77.2% | $5,959-69.3% | $11,246-83.7% |