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 | $260,232 | $99,877+160.6% | $84,966+206.3% | $145,922+78.3% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 20.23% | 83.76%-63.5pp | 66.38%-46.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $14,725 | $3,231+355.7% | $2,727+440.0% | $4,660+216.0% |
| Participant deferral / active EE | $34,138 | $5,291+545.3% | $4,519+655.4% | $6,688+410.5% |
| Admin fee / account holder | $1,491 | $7,248-79.4% | $6,149-75.8% | $13,397-88.9% |