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 | $476,571 | $133,922+255.9% | $116,228+310.0% | $142,382+234.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 13.24% | 147.76%-134.5pp | 90.06%-76.8pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,331 | $3,446-61.4% | $2,994-55.5% | $4,299-69.0% |
| Participant deferral / active EE | $1,988 | $5,672-64.9% | $4,953-59.9% | $6,507-69.4% |
| Admin fee / account holder | $14,573 | $14,945-2.5% | $11,989+21.6% | $12,624+15.4% |