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 | $319,341 | $95,971+232.7% | $74,550+328.4% | $135,375+135.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 2.78% | 56.96%-54.2pp | 32.53%-29.7pp | 519.73%-517.0pp |
| Employer contribution / active EE | $4,000 | $2,716+47.3% | $1,961+104.0% | $4,779-16.3% |
| Participant deferral / active EE | $12,000 | $3,843+212.2% | $3,108+286.1% | $5,609+114.0% |
| Admin fee / account holder | $4,245 | $6,522-34.9% | $5,060-16.1% | $10,827-60.8% |