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 3-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 | $883,367 | $72,071+1125.7% | $68,368+1192.1% | $137,256+543.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 117.80% | 353.14%-235.3pp | 292.57%-174.8pp | 220.34%-102.5pp |
| Employer contribution / active EE | $1,600 | $2,788-42.6% | $2,649-39.6% | $4,156-61.5% |
| Participant deferral / active EE | $2,600 | $4,410-41.0% | $4,123-36.9% | $6,407-59.4% |
| Admin fee / account holder | $584 | $5,336-89.1% | $5,150-88.7% | $12,270-95.2% |