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 | $172,478+128.2% | $145,661+170.2% | $142,382+176.4% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 11.52% | 151.09%-139.6pp | 101.46%-89.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,786 | $4,899+18.1% | $4,238+36.5% | $4,299+34.6% |
| Participant deferral / active EE | $11,825 | $8,348+41.6% | $7,198+64.3% | $6,507+81.7% |
| Admin fee / account holder | $68,135 | $16,864+304.0% | $12,466+446.5% | $12,624+439.7% |