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 | $287,278 | $78,672+265.2% | $109,143+163.2% | $85,850+234.6% |
| Participation rate | 61.9% | 68.3%-6.4pp | 75.9%-14.0pp | 69.3%-7.4pp |
| Annual return | 21.17% | 25.09%-3.9pp | 25.75%-4.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $9,771 | $2,735+257.3% | $3,722+162.5% | $2,565+280.9% |
| Participant deferral / active EE | $9,836 | $3,467+183.7% | $4,653+111.4% | $3,952+148.9% |
| Admin fee / account holder | $430 | $5,469-92.1% | $6,752-93.6% | $6,260-93.1% |