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 | $642,760 | $51,175+1156.0% | $70,515+811.5% | $75,163+755.2% |
| Participation rate | 48.6% | 60.9%-12.3pp | 68.3%-19.7pp | 67.2%-18.5pp |
| Annual return | 16.04% | 30.02%-14.0pp | 32.77%-16.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $24,588 | $1,826+1246.4% | $2,973+726.9% | $2,670+821.0% |
| Participant deferral / active EE | $14,186 | $2,849+397.9% | $4,567+210.6% | $4,125+243.9% |
| Admin fee / account holder | $47,949 | $4,091+1072.2% | $6,412+647.8% | $5,651+748.5% |