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 | $264,001 | $114,381+130.8% | $107,525+145.5% | $142,382+85.4% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 13.87% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,509 | $4,015-37.5% | $3,754-33.1% | $4,299-41.6% |
| Participant deferral / active EE | $15,810 | $5,564+184.1% | $5,116+209.1% | $6,507+143.0% |
| Admin fee / account holder | $223,614 | $9,860+2167.9% | $8,919+2407.3% | $12,624+1671.4% |