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 | $329,101 | $144,119+128.4% | $117,854+179.2% | $147,584+123.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 17.61% | 531.15%-513.5pp | 335.08%-317.5pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,181 | $4,896-35.0% | $3,786-16.0% | $4,876-34.8% |
| Participant deferral / active EE | $9,600 | $5,316+80.6% | $4,482+114.2% | $5,439+76.5% |
| Admin fee / account holder | $567 | $10,886-94.8% | $8,020-92.9% | $10,885-94.8% |