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 | $672,054 | $117,983+469.6% | $101,794+560.2% | $142,382+372.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 24.71% | 36.92%-12.2pp | 30.53%-5.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,570 | $2,773-43.4% | $2,289-31.4% | $4,299-63.5% |
| Participant deferral / active EE | $9,000 | $4,714+90.9% | $4,084+120.4% | $6,507+38.3% |
| Admin fee / account holder | $5,602 | $10,433-46.3% | $8,777-36.2% | $12,624-55.6% |