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 | $467,123 | $183,963+153.9% | $162,163+188.1% | $152,861+205.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 15.97% | 150.76%-134.8pp | 115.59%-99.6pp | 345.32%-329.4pp |
| Employer contribution / active EE | $7,651 | $6,371+20.1% | $5,614+36.3% | $4,762+60.7% |
| Participant deferral / active EE | $8,612 | $8,034+7.2% | $7,298+18.0% | $5,850+47.2% |
| Admin fee / account holder | $10,538 | $13,121-19.7% | $10,843-2.8% | $11,596-9.1% |