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 | $893,552 | $114,381+681.2% | $107,525+731.0% | $142,382+527.6% |
| Participation rate | 46.2% | 78.1%-32.0pp | 75.1%-28.9pp | 80.1%-34.0pp |
| Annual return | 23.85% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,232 | $4,015-19.5% | $3,754-13.9% | $4,299-24.8% |
| Participant deferral / active EE | $12,039 | $5,564+116.4% | $5,116+135.3% | $6,507+85.0% |
| Admin fee / account holder | $7,157 | $9,860-27.4% | $8,919-19.8% | $12,624-43.3% |