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 | $395,305 | $127,777+209.4% | $106,548+271.0% | $167,490+136.0% |
| Participation rate | 59.1% | 78.3%-19.2pp | 76.1%-17.0pp | 82.1%-23.0pp |
| Annual return | 12.49% | 33.87%-21.4pp | 26.80%-14.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,223 | $3,427-35.1% | $2,819-21.2% | $4,837-54.1% |
| Participant deferral / active EE | $7,340 | $5,087+44.3% | $4,398+66.9% | $6,341+15.7% |
| Admin fee / account holder | $31,621 | $11,228+181.6% | $7,407+326.9% | $12,309+156.9% |