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 | $967,739 | $150,440+543.3% | $136,294+610.0% | $147,584+555.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.75% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,050 | $5,256-61.0% | $4,695-56.3% | $4,876-58.0% |
| Participant deferral / active EE | $2,563 | $6,630-61.4% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $9,391 | $10,905-13.9% | $9,243+1.6% | $10,885-13.7% |