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 | $303,005 | $202,432+49.7% | $169,368+78.9% | $139,434+117.3% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.29% | 531.74%-517.4pp | 405.60%-391.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,631 | $4,692-22.6% | $4,013-9.5% | $4,751-23.6% |
| Participant deferral / active EE | $3,025 | $6,938-56.4% | $6,221-51.4% | $6,710-54.9% |
| Admin fee / account holder | $333,466 | $10,708+3014.1% | $9,003+3603.9% | $11,403+2824.5% |