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 | $499,767 | $217,402+129.9% | $185,823+168.9% | $167,490+198.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 21.36% | 148.36%-127.0pp | 122.05%-100.7pp | 478.56%-457.2pp |
| Employer contribution / active EE | $12,995 | $5,873+121.3% | $5,167+151.5% | $4,837+168.6% |
| Participant deferral / active EE | $9,028 | $6,356+42.0% | $5,568+62.1% | $6,341+42.4% |
| Admin fee / account holder | $966 | $19,811-95.1% | $16,237-94.1% | $12,309-92.2% |