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 | $430,424 | $175,202+145.7% | $149,673+187.6% | $139,434+208.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.57% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,249 | $5,474-40.7% | $4,818-32.6% | $4,751-31.6% |
| Participant deferral / active EE | $9,546 | $6,519+46.4% | $5,680+68.1% | $6,710+42.3% |
| Admin fee / account holder | $13,291 | $16,150-17.7% | $13,210+0.6% | $11,403+16.6% |