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 | $655,498 | $180,028+264.1% | $138,135+374.5% | $158,922+312.5% |
| Participation rate | 57.1% | 82.2%-25.1pp | 78.7%-21.6pp | 82.0%-24.8pp |
| Annual return | 20.52% | 21.68%-1.2pp | 20.51%0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,507 | $7,470-53.1% | $5,587-37.2% | $4,761-26.3% |
| Participant deferral / active EE | $5,260 | $7,717-31.8% | $6,431-18.2% | $5,982-12.1% |
| Admin fee / account holder | $1,276 | $17,912-92.9% | $11,856-89.2% | $11,246-88.7% |