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 | $266,710 | $70,669+277.4% | $169,368+57.5% | $75,163+254.8% |
| Participation rate | 39.3% | 64.8%-25.5pp | 77.1%-37.9pp | 67.2%-27.9pp |
| Annual return | 38.51% | 36.36%+2.1pp | 405.60%-367.1pp | 160.62%-122.1pp |
| Employer contribution / active EE | $3,304 | $2,211+49.5% | $4,013-17.7% | $2,670+23.8% |
| Participant deferral / active EE | $6,697 | $4,311+55.4% | $6,221+7.7% | $4,125+62.4% |
| Admin fee / account holder | $15,734 | $5,402+191.2% | $9,003+74.8% | $5,651+178.4% |