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 | $267,918 | $104,907+155.4% | $84,611+216.6% | $152,861+75.3% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 19.07% | 373.79%-354.7pp | 258.74%-239.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $13,144 | $3,302+298.1% | $2,652+395.6% | $4,762+176.0% |
| Participant deferral / active EE | $11,817 | $4,688+152.1% | $3,899+203.1% | $5,850+102.0% |
| Admin fee / account holder | $43,102 | $6,241+590.6% | $4,912+777.4% | $11,596+271.7% |