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 | $325,861 | $111,814+191.4% | $93,654+247.9% | $145,959+123.3% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.7pp |
| Annual return | 9.14% | 203.30%-194.2pp | 133.34%-124.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,873 | $3,092-39.4% | $2,421-22.6% | $4,661-59.8% |
| Participant deferral / active EE | $4,775 | $4,914-2.8% | $4,413+8.2% | $6,689-28.6% |
| Admin fee / account holder | $586 | $10,246-94.3% | $8,282-92.9% | $13,398-95.6% |