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 | $455,318 | $100,773+351.8% | $88,946+411.9% | $142,382+219.8% |
| Participation rate | 68.8% | 74.3%-5.5pp | 68.8%-0.1pp | 80.1%-11.4pp |
| Annual return | 17.98% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $14,802 | $2,918+407.3% | $2,555+479.3% | $4,299+244.3% |
| Participant deferral / active EE | $8,217 | $5,230+57.1% | $4,581+79.3% | $6,507+26.3% |
| Admin fee / account holder | $5,432 | $9,693-44.0% | $8,261-34.2% | $12,624-57.0% |