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 | $618,487 | $124,281+397.7% | $109,143+466.7% | $167,490+269.3% |
| Participation rate | 27.3% | 79.4%-52.2pp | 75.9%-48.6pp | 82.1%-54.8pp |
| Annual return | 15.61% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,677 | $4,207-60.1% | $3,722-54.9% | $4,837-65.3% |
| Participant deferral / active EE | $4,567 | $5,255-13.1% | $4,653-1.9% | $6,341-28.0% |
| Admin fee / account holder | $2,353 | $7,970-70.5% | $6,752-65.2% | $12,309-80.9% |