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 | $399,749 | $98,750+304.8% | $149,696+167.0% | $79,858+400.6% |
| Participation rate | 60.2% | 75.8%-15.6pp | 82.5%-22.3pp | 69.6%-9.4pp |
| Annual return | 31.88% | 27.43%+4.5pp | 276.60%-244.7pp | 31.71%+0.2pp |
| Employer contribution / active EE | $2,688 | $3,216-16.4% | $4,644-42.1% | $2,471+8.8% |
| Participant deferral / active EE | $7,583 | $5,680+33.5% | $6,842+10.8% | $3,740+102.7% |
| Admin fee / account holder | $21,236 | $6,053+250.9% | $9,309+128.1% | $5,306+300.2% |