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 | $277,329 | $99,918+177.6% | $81,382+240.8% | $145,922+90.1% |
| Participation rate | 58.3% | 74.2%-15.8pp | 69.5%-11.2pp | 80.3%-21.9pp |
| Annual return | 11.93% | 34.32%-22.4pp | 24.73%-12.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,273 | $2,978-57.3% | $2,463-48.3% | $4,660-72.7% |
| Participant deferral / active EE | $2,030 | $4,605-55.9% | $3,883-47.7% | $6,688-69.6% |
| Admin fee / account holder | $23,293 | $8,212+183.6% | $5,768+303.8% | $13,397+73.9% |