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 | $380,229 | $165,335+130.0% | $149,696+154.0% | $158,922+139.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 9.82% | 348.15%-338.3pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $4,149 | $5,103-18.7% | $4,644-10.7% | $4,761-12.9% |
| Participant deferral / active EE | $9,693 | $7,181+35.0% | $6,842+41.7% | $5,982+62.0% |
| Admin fee / account holder | $2,044 | $10,807-81.1% | $9,309-78.0% | $11,246-81.8% |