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 | $317,902 | $178,174+78.4% | $156,181+103.5% | $137,256+131.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 13.63% | 84.19%-70.6pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,553 | $6,888-19.4% | $6,132-9.4% | $6,407-13.3% |
| Admin fee / account holder | $165,183 | $17,404+849.1% | $14,586+1032.5% | $12,270+1246.2% |