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 | $334,132 | $90,348+269.8% | $75,972+339.8% | $145,922+129.0% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.1%-10.7pp | 80.3%-21.9pp |
| Annual return | 17.89% | 620.88%-603.0pp | 359.55%-341.7pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,029 | $3,311-38.7% | $2,685-24.4% | $4,660-56.4% |
| Participant deferral / active EE | $5,246 | $5,162+1.6% | $4,255+23.3% | $6,688-21.6% |
| Admin fee / account holder | $2,787 | $8,467-67.1% | $6,467-56.9% | $13,397-79.2% |