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 | $913,067 | $197,591+362.1% | $177,821+413.5% | $158,922+474.5% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 17.37% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $8,685 | $6,697+29.7% | $5,918+46.8% | $4,761+82.4% |
| Participant deferral / active EE | $10,400 | $8,405+23.7% | $7,714+34.8% | $5,982+73.9% |
| Admin fee / account holder | $22,802 | $15,399+48.1% | $12,427+83.5% | $11,246+102.8% |