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 | $459,870 | $175,202+162.5% | $149,673+207.3% | $139,434+229.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.59% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $10,593 | $5,474+93.5% | $4,818+119.9% | $4,751+123.0% |
| Participant deferral / active EE | $20,982 | $6,519+221.9% | $5,680+269.4% | $6,710+212.7% |
| Admin fee / account holder | $1,692 | $16,150-89.5% | $13,210-87.2% | $11,403-85.2% |