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 | $734,515 | $217,402+237.9% | $185,823+295.3% | $167,490+338.5% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 13.91% | 148.36%-134.5pp | 122.05%-108.1pp | 478.56%-464.7pp |
| Employer contribution / active EE | $5,042 | $5,873-14.2% | $5,167-2.4% | $4,837+4.2% |
| Participant deferral / active EE | $4,549 | $6,356-28.4% | $5,568-18.3% | $6,341-28.3% |
| Admin fee / account holder | $4,931 | $19,811-75.1% | $16,237-69.6% | $12,309-59.9% |