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 | $348,049 | $83,902+314.8% | $167,512+107.8% | $84,808+310.4% |
| Participation rate | 60.8% | 66.5%-5.7pp | 77.1%-16.2pp | 68.3%-7.5pp |
| Annual return | 13.72% | 91.55%-77.8pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $9,245 | $2,264+308.4% | $3,882+138.2% | $2,631+251.4% |
| Participant deferral / active EE | $8,487 | $4,442+91.0% | $6,405+32.5% | $4,212+101.5% |
| Admin fee / account holder | $9,101 | $7,915+15.0% | $9,769-6.8% | $7,344+23.9% |