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 | $383,743 | $70,606+443.5% | $53,898+612.0% | $142,382+169.5% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 15.83% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,284 | $1,202+6.8% | $932+37.7% | $4,299-70.1% |
| Participant deferral / active EE | $2,394 | $2,364+1.3% | $1,826+31.1% | $6,507-63.2% |
| Admin fee / account holder | $35,778 | $2,852+1154.7% | $2,491+1336.4% | $12,624+183.4% |