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 | $265,617 | $78,705+237.5% | $117,854+125.4% | $70,131+278.7% |
| Participation rate | 61.1% | 73.2%-12.1pp | 79.7%-18.6pp | 69.5%-8.4pp |
| Annual return | 106.50% | 23.30%+83.2pp | 335.08%-228.6pp | 73.14%+33.4pp |
| Employer contribution / active EE | $4,205 | $2,223+89.1% | $3,786+11.1% | $2,342+79.5% |
| Participant deferral / active EE | $6,463 | $3,297+96.0% | $4,482+44.2% | $3,332+94.0% |
| Admin fee / account holder | $14,518 | $5,065+186.6% | $8,020+81.0% | $4,645+212.5% |