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 9-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 | $344,467 | $69,207+397.7% | $64,056+437.8% | $139,434+147.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 13.82% | 45.88%-32.1pp | 33.69%-19.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $10,175 | $3,182+219.8% | $2,747+270.5% | $4,751+114.2% |
| Participant deferral / active EE | $4,221 | $4,682-9.8% | $3,880+8.8% | $6,710-37.1% |
| Admin fee / account holder | $5,258 | $4,244+23.9% | $3,068+71.4% | $11,403-53.9% |