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 | $373,117 | $123,909+201.1% | $69,647+435.7% | $145,922+155.7% |
| Participation rate | 27.3% | 69.2%-41.9pp | 66.5%-39.2pp | 80.3%-53.0pp |
| Annual return | 11.13% | 190.55%-179.4pp | 100.48%-89.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $651 | $2,682-75.7% | $1,712-62.0% | $4,660-86.0% |
| Participant deferral / active EE | $4,086 | $4,236-3.5% | $2,886+41.6% | $6,688-38.9% |
| Admin fee / account holder | $508 | $7,863-93.5% | $4,713-89.2% | $13,397-96.2% |