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 | $415,397 | $70,606+488.3% | $53,898+670.7% | $142,382+191.7% |
| Participation rate | 35.7% | 63.7%-28.0pp | 55.0%-19.2pp | 80.1%-44.4pp |
| Annual return | 12.90% | 619.81%-606.9pp | 528.60%-515.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $850 | $1,202-29.3% | $932-8.8% | $4,299-80.2% |
| Participant deferral / active EE | $7,960 | $2,364+236.7% | $1,826+335.9% | $6,507+22.3% |
| Admin fee / account holder | $9,943 | $2,852+248.7% | $2,491+299.2% | $12,624-21.2% |