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 | $303,449 | $106,515+184.9% | $96,683+213.9% | $139,434+117.6% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 11.65% | 38.43%-26.8pp | 35.69%-24.0pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,916 | $4,103-28.9% | $3,737-22.0% | $4,751-38.6% |
| Participant deferral / active EE | $7,630 | $5,454+39.9% | $4,878+56.4% | $6,710+13.7% |
| Admin fee / account holder | $118,892 | $7,877+1409.4% | $6,730+1666.7% | $11,403+942.7% |