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 | $490,802 | $150,187+226.8% | $120,354+307.8% | $145,922+236.3% |
| Participation rate | 30.0% | 78.8%-48.8pp | 71.9%-41.9pp | 80.3%-50.3pp |
| Annual return | 13.00% | 154.07%-141.1pp | 107.15%-94.1pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,984 | $4,348-54.4% | $3,463-42.7% | $4,660-57.4% |
| Participant deferral / active EE | $5,350 | $6,173-13.3% | $4,991+7.2% | $6,688-20.0% |
| Admin fee / account holder | $4,797 | $12,207-60.7% | $9,423-49.1% | $13,397-64.2% |