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 8-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 | $346,365 | $85,202+306.5% | $172,739+100.5% | $72,985+374.6% |
| Participation rate | 64.7% | 70.1%-5.4pp | 82.6%-17.9pp | 69.5%-4.8pp |
| Annual return | 23.67% | 27.32%-3.6pp | 802.84%-779.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $18,340 | $3,324+451.7% | $5,143+256.6% | $2,440+651.7% |
| Participant deferral / active EE | $3,438 | $3,260+5.4% | $5,198-33.9% | $3,607-4.7% |
| Admin fee / account holder | $4,032 | $5,884-31.5% | $13,954-71.1% | $5,124-21.3% |