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 | $339,089 | $112,096+202.5% | $95,952+253.4% | $158,922+113.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 12.45% | 171.09%-158.6pp | 91.61%-79.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,459 | $3,198-23.1% | $2,541-3.2% | $4,761-48.3% |
| Participant deferral / active EE | $4,000 | $4,784-16.4% | $4,167-4.0% | $5,982-33.1% |
| Admin fee / account holder | $22,197 | $10,130+119.1% | $6,795+226.6% | $11,246+97.4% |