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 | $498,413 | $105,931+370.5% | $81,930+508.3% | $158,922+213.6% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 20.83% | 38.17%-17.3pp | 29.49%-8.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,499 | $7,800-68.0% | $4,310-42.0% | $4,761-47.5% |
| Participant deferral / active EE | $13,707 | $13,003+5.4% | $7,107+92.9% | $5,982+129.1% |
| Admin fee / account holder | $949 | $8,489-88.8% | $5,158-81.6% | $11,246-91.6% |