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 | $493,534 | $157,256+213.8% | $141,162+249.6% | $152,861+222.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 26.24% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $13,667 | $5,261+159.8% | $4,735+188.6% | $4,762+187.0% |
| Participant deferral / active EE | $9,133 | $7,109+28.5% | $6,709+36.1% | $5,850+56.1% |
| Admin fee / account holder | $433 | $12,120-96.4% | $10,261-95.8% | $11,596-96.3% |