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 | $250,420 | $109,327+129.1% | $89,391+180.1% | $158,922+57.6% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.0%-30.5pp | 82.0%-44.5pp |
| Annual return | 19.03% | 345.68%-326.6pp | 245.62%-226.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,883 | $3,170-40.6% | $2,586-27.2% | $4,761-60.4% |
| Participant deferral / active EE | $8,225 | $4,598+78.9% | $3,890+111.4% | $5,982+37.5% |
| Admin fee / account holder | $1,664 | $6,153-73.0% | $4,881-65.9% | $11,246-85.2% |