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 | $266,231 | $105,998+151.2% | $92,233+188.6% | $147,584+80.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 16.84% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,101 | $4,333-51.5% | $3,679-42.9% | $4,876-56.9% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+131.0% | $5,439+65.5% |
| Admin fee / account holder | $967 | $6,332-84.7% | $5,194-81.4% | $10,885-91.1% |