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 | $293,520 | $73,397+299.9% | $178,014+64.9% | $74,546+293.7% |
| Participation rate | 45.0% | 66.6%-21.6pp | 77.1%-32.1pp | 67.2%-22.2pp |
| Annual return | 19.89% | 17.49%+2.4pp | 294.80%-274.9pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $2,443 | $2,217+10.2% | $3,950-38.2% | $2,624-6.9% |
| Participant deferral / active EE | $5,804 | $4,512+28.6% | $6,276-7.5% | $4,347+33.5% |
| Admin fee / account holder | $12,672 | $1,809+600.4% | $10,362+22.3% | $1,944+552.0% |