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 | $343,738 | $109,327+214.4% | $89,391+284.5% | $158,922+116.3% |
| Participation rate | 65.2% | 74.3%-9.0pp | 68.0%-2.8pp | 82.0%-16.7pp |
| Annual return | 14.20% | 345.68%-331.5pp | 245.62%-231.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,580 | $3,170-18.6% | $2,586-0.2% | $4,761-45.8% |
| Participant deferral / active EE | $7,001 | $4,598+52.3% | $3,890+80.0% | $5,982+17.0% |
| Admin fee / account holder | $11,175 | $6,153+81.6% | $4,881+128.9% | $11,246-0.6% |