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 | $370,368 | $183,519+101.8% | $155,509+138.2% | $145,922+153.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.06% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $6,686 | $5,313+25.8% | $4,672+43.1% | $4,660+43.5% |
| Participant deferral / active EE | $10,315 | $6,462+59.6% | $5,626+83.3% | $6,688+54.2% |
| Admin fee / account holder | $16,368 | $19,313-15.2% | $15,912+2.9% | $13,397+22.2% |