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 | $275,445 | $102,616+168.4% | $81,983+236.0% | $158,922+73.3% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.2%-10.4pp | 82.0%-23.1pp |
| Annual return | 15.24% | 61.04%-45.8pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,463 | $3,240+37.7% | $2,498+78.7% | $4,761-6.3% |
| Participant deferral / active EE | $4,464 | $4,648-4.0% | $3,722+19.9% | $5,982-25.4% |
| Admin fee / account holder | $11,866 | $8,235+44.1% | $5,664+109.5% | $11,246+5.5% |