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 | $494,203 | $152,587+223.9% | $125,175+294.8% | $152,861+223.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 12.96% | 54.84%-41.9pp | 43.79%-30.8pp | 345.32%-332.4pp |
| Employer contribution / active EE | $1,566 | $4,946-68.3% | $3,865-59.5% | $4,762-67.1% |
| Participant deferral / active EE | $7,498 | $5,868+27.8% | $4,937+51.9% | $5,850+28.2% |
| Admin fee / account holder | $11,247 | $13,434-16.3% | $9,702+15.9% | $11,596-3.0% |