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 | $287,391 | $165,984+73.1% | $164,813+74.4% | $145,922+96.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 20.39% | 100.03%-79.6pp | 69.93%-49.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $7,999 | $5,273+51.7% | $4,341+84.3% | $4,660+71.7% |
| Participant deferral / active EE | $10,667 | $6,959+53.3% | $6,031+76.9% | $6,688+59.5% |
| Admin fee / account holder | $93,573 | $16,648+462.1% | $12,690+637.4% | $13,397+598.5% |