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 | $392,872 | $197,591+98.8% | $177,821+120.9% | $158,922+147.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 21.74% | 58.76%-37.0pp | 48.32%-26.6pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,925 | $6,697-41.4% | $5,918-33.7% | $4,761-17.6% |
| Participant deferral / active EE | $17,704 | $8,405+110.6% | $7,714+129.5% | $5,982+196.0% |
| Admin fee / account holder | $30,685 | $15,399+99.3% | $12,427+146.9% | $11,246+172.9% |