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 | $393,589 | $165,584+137.7% | $142,942+175.3% | $137,256+186.8% |
| Participation rate | 66.7% | 80.1%-13.4pp | 76.8%-10.2pp | 80.0%-13.3pp |
| Annual return | 11.52% | 164.22%-152.7pp | 113.70%-102.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $5,786 | $4,725+22.4% | $4,139+39.8% | $4,156+39.2% |
| Participant deferral / active EE | $11,825 | $8,194+44.3% | $7,128+65.9% | $6,407+84.6% |
| Admin fee / account holder | $68,135 | $16,167+321.4% | $12,475+446.2% | $12,270+455.3% |