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 | $785,017 | $65,365+1101.0% | $92,893+745.1% | $72,985+975.6% |
| Participation rate | 19.0% | 68.3%-49.3pp | 76.0%-57.0pp | 69.5%-50.5pp |
| Annual return | 16.57% | 42.10%-25.5pp | 109.41%-92.8pp | 81.00%-64.4pp |
| Employer contribution / active EE | $8,745 | $2,594+237.1% | $3,653+139.4% | $2,440+258.4% |
| Participant deferral / active EE | $4,243 | $3,128+35.6% | $4,236+0.2% | $3,607+17.6% |
| Admin fee / account holder | $63,009 | $4,251+1382.1% | $5,794+987.5% | $5,124+1129.6% |