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 | $280,675 | $107,334+161.5% | $92,893+202.1% | $152,861+83.6% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 26.79% | 145.58%-118.8pp | 109.41%-82.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,677 | $4,221-60.3% | $3,653-54.1% | $4,762-64.8% |
| Participant deferral / active EE | $7,541 | $4,845+55.7% | $4,236+78.0% | $5,850+28.9% |
| Admin fee / account holder | $20,986 | $7,079+196.4% | $5,794+262.2% | $11,596+81.0% |