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 | $382,802 | $127,065+201.3% | $113,168+238.3% | $142,382+168.9% |
| Participation rate | 55.0% | 79.2%-24.2pp | 76.6%-21.6pp | 80.1%-25.1pp |
| Annual return | 19.07% | 24.03%-5.0pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,942 | $3,442+101.7% | $2,975+133.3% | $4,299+61.5% |
| Participant deferral / active EE | $5,836 | $5,716+2.1% | $5,107+14.3% | $6,507-10.3% |
| Admin fee / account holder | $48,740 | $15,736+209.7% | $12,068+303.9% | $12,624+286.1% |