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 | $308,484 | $85,766+259.7% | $136,294+126.3% | $70,131+339.9% |
| Participation rate | 34.0% | 74.2%-40.1pp | 81.9%-47.9pp | 69.5%-35.5pp |
| Annual return | 16.46% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $5,980 | $2,966+101.6% | $4,695+27.4% | $2,342+155.3% |
| Participant deferral / active EE | $7,812 | $5,051+54.6% | $6,247+25.0% | $3,332+134.5% |
| Admin fee / account holder | $15,295 | $5,420+182.2% | $9,243+65.5% | $4,645+229.2% |