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 | $289,153 | $154,365+87.3% | $130,231+122.0% | $139,434+107.4% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.3%-16.3pp | 80.3%-20.3pp |
| Annual return | 17.67% | 30.34%-12.7pp | 38.77%-21.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,533 | $5,170-31.7% | $4,126-14.4% | $4,751-25.6% |
| Participant deferral / active EE | $15,000 | $8,498+76.5% | $6,799+120.6% | $6,710+123.5% |
| Admin fee / account holder | $9,157 | $9,214-0.6% | $6,020+52.1% | $11,403-19.7% |