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 | $528,559 | $148,534+255.8% | $135,903+288.9% | $139,434+279.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.23% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,989 | $5,243-23.9% | $4,856-17.9% | $4,751-16.0% |
| Participant deferral / active EE | $10,169 | $8,100+25.5% | $7,758+31.1% | $6,710+51.5% |
| Admin fee / account holder | $30,140 | $12,400+143.1% | $10,762+180.1% | $11,403+164.3% |