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 | $480,904 | $159,602+201.3% | $150,045+220.5% | $142,382+237.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 12.71% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $9,258 | $4,961+86.6% | $4,693+97.3% | $4,299+115.4% |
| Participant deferral / active EE | $9,323 | $8,310+12.2% | $7,997+16.6% | $6,507+43.3% |
| Admin fee / account holder | $4,809 | $14,846-67.6% | $13,435-64.2% | $12,624-61.9% |