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 | $565,019 | $85,202+563.2% | $172,739+227.1% | $72,985+674.2% |
| Participation rate | 67.5% | 70.1%-2.6pp | 82.6%-15.1pp | 69.5%-2.0pp |
| Annual return | 20.98% | 27.32%-6.3pp | 802.84%-781.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $19,141 | $3,324+475.8% | $5,143+272.2% | $2,440+684.5% |
| Participant deferral / active EE | $10,403 | $3,260+219.1% | $5,198+100.2% | $3,607+188.4% |
| Admin fee / account holder | $37,979 | $5,884+545.5% | $13,954+172.2% | $5,124+641.1% |