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 | $453,131 | $106,515+325.4% | $96,683+368.7% | $139,434+225.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.96% | 38.43%-27.5pp | 35.69%-24.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $900 | $4,103-78.1% | $3,737-75.9% | $4,751-81.1% |
| Participant deferral / active EE | $9,050 | $5,454+65.9% | $4,878+85.5% | $6,710+34.9% |
| Admin fee / account holder | $48,929 | $7,877+521.2% | $6,730+627.1% | $11,403+329.1% |