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 | $301,924 | $109,982+174.5% | $97,226+210.5% | $145,922+106.9% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 14.80% | 242.90%-228.1pp | 75.13%-60.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,604 | $3,084-15.6% | $2,729-4.6% | $4,660-44.1% |
| Participant deferral / active EE | $13,341 | $4,676+185.3% | $4,264+212.9% | $6,688+99.5% |
| Admin fee / account holder | $1,921 | $6,221-69.1% | $5,654-66.0% | $13,397-85.7% |