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 | $428,502 | $126,574+238.5% | $106,213+303.4% | $145,922+193.7% |
| Participation rate | 43.5% | 77.6%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 14.72% | 224.79%-210.1pp | 116.14%-101.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $860 | $3,730-76.9% | $3,171-72.9% | $4,660-81.5% |
| Participant deferral / active EE | $1,591 | $5,724-72.2% | $5,016-68.3% | $6,688-76.2% |
| Admin fee / account holder | $12,675 | $17,304-26.8% | $11,033+14.9% | $13,397-5.4% |