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 | $390,790 | $104,907+272.5% | $84,611+361.9% | $152,861+155.7% |
| Participation rate | 20.0% | 74.8%-54.8pp | 68.2%-48.2pp | 82.4%-62.4pp |
| Annual return | 15.64% | 373.79%-358.2pp | 258.74%-243.1pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,361 | $3,302-58.8% | $2,652-48.7% | $4,762-71.4% |
| Participant deferral / active EE | $3,800 | $4,688-18.9% | $3,899-2.5% | $5,850-35.0% |
| Admin fee / account holder | $226,991 | $6,241+3537.2% | $4,912+4520.9% | $11,596+1857.4% |