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 | $709,874 | $74,888+847.9% | $71,209+896.9% | $142,382+398.6% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 18.27% | 345.14%-326.9pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,765 | $2,854-3.1% | $2,721+1.6% | $4,299-35.7% |
| Participant deferral / active EE | $6,783 | $4,454+52.3% | $4,175+62.5% | $6,507+4.2% |
| Admin fee / account holder | $10,020 | $5,568+79.9% | $5,349+87.3% | $12,624-20.6% |