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 | $455,850 | $111,754+307.9% | $103,333+341.1% | $145,922+212.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.92% | 24.77%-12.8pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,813 | $4,212-9.5% | $3,868-1.4% | $4,660-18.2% |
| Participant deferral / active EE | $18,174 | $5,619+223.5% | $5,057+259.4% | $6,688+171.8% |
| Admin fee / account holder | $364 | $9,750-96.3% | $8,355-95.6% | $13,397-97.3% |