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 | $697,306 | $105,126+563.3% | $94,646+636.8% | $139,434+400.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 18.42% | 38.03%-19.6pp | 156.71%-138.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $19,557 | $4,106+376.4% | $3,672+432.6% | $4,751+311.7% |
| Participant deferral / active EE | $10,075 | $7,599+32.6% | $7,418+35.8% | $6,710+50.1% |
| Admin fee / account holder | $18,166 | $8,984+102.2% | $7,231+151.2% | $11,403+59.3% |