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 | $476,848 | $175,202+172.2% | $149,673+218.6% | $139,434+242.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.27% | 166.71%-137.4pp | 134.42%-105.1pp | 372.94%-343.7pp |
| Employer contribution / active EE | $4,625 | $5,474-15.5% | $4,818-4.0% | $4,751-2.6% |
| Participant deferral / active EE | $5,758 | $6,519-11.7% | $5,680+1.4% | $6,710-14.2% |
| Admin fee / account holder | $4,396 | $16,150-72.8% | $13,210-66.7% | $11,403-61.5% |