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 | $252,812 | $118,427+113.5% | $66,042+282.8% | $142,382+77.6% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 80.1%-20.1pp |
| Annual return | 13.12% | 35.57%-22.4pp | 52.11%-39.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,627 | $2,570+2.2% | $1,579+66.3% | $4,299-38.9% |
| Participant deferral / active EE | $7,392 | $4,311+71.5% | $2,835+160.7% | $6,507+13.6% |
| Admin fee / account holder | $36,156 | $9,593+276.9% | $5,747+529.2% | $12,624+186.4% |