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 6-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 | $490,518 | $85,022+476.9% | $70,515+595.6% | $139,434+251.8% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 19.39% | 30.38%-11.0pp | 32.77%-13.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $13,162 | $3,909+236.7% | $2,973+342.7% | $4,751+177.1% |
| Participant deferral / active EE | $22,031 | $5,890+274.0% | $4,567+382.4% | $6,710+228.3% |
| Admin fee / account holder | $109,507 | $8,906+1129.6% | $6,412+1607.8% | $11,403+860.4% |