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 | $600,698 | $109,327+449.4% | $89,391+572.0% | $158,922+278.0% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 17.30% | 345.68%-328.4pp | 245.62%-228.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,341 | $3,170-57.7% | $2,586-48.1% | $4,761-71.8% |
| Participant deferral / active EE | $4,695 | $4,598+2.1% | $3,890+20.7% | $5,982-21.5% |
| Admin fee / account holder | $2,464 | $6,153-60.0% | $4,881-49.5% | $11,246-78.1% |