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 | $296,765 | $102,604+189.2% | $86,188+244.3% | $139,434+112.8% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 13.03% | 1922.51%-1909.5pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,140 | $3,032-62.4% | $2,380-52.1% | $4,751-76.0% |
| Participant deferral / active EE | $4,500 | $4,676-3.8% | $3,985+12.9% | $6,710-32.9% |
| Admin fee / account holder | $3,610 | $8,657-58.3% | $6,852-47.3% | $11,403-68.3% |